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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 | $291,051 | $162,785+78.8% | $133,959+117.3% | $158,950+83.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 33.49% | 41.94%-8.5pp | 45.09%-11.6pp | 302.91%-269.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,031 | $5,910-31.8% | $5,047-20.1% | $5,983-32.6% |
| Admin fee / account holder | $15 | $11,738-99.9% | $8,928-99.8% | $11,248-99.9% |