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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,735 | $106,588+229.1% | $94,215+272.3% | $155,188+126.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 70.0%+17.5pp | 80.8%+6.7pp |
| Annual return | 15.87% | 29.39%-13.5pp | 28.22%-12.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,557 | $4,802+223.9% | $4,276+263.8% | $6,531+138.2% |
| Admin fee / account holder | $17 | $12,281-99.9% | $10,216-99.8% | $14,480-99.9% |