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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 | $275,752+63.0% | $256,809+75.0% | $198,609+126.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.48% | 34.81%-21.3pp | 32.73%-19.2pp | 202.70%-189.2pp |
| Employer contribution / active EE | $210 | $7,721-97.3% | $7,263-97.1% | $5,055-95.8% |
| Participant deferral / active EE | $5,167 | $10,037-48.5% | $9,520-45.7% | $6,977-25.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |