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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 | $449,442 | $212,386+111.6% | $199,883+124.9% | $138,895+223.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.48% | 47.75%-34.3pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $210 | $6,625-96.8% | $6,261-96.6% | $4,194-95.0% |
| Participant deferral / active EE | $5,167 | $9,617-46.3% | $9,138-43.5% | $6,396-19.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |