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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 | $359,043 | $209,336+71.5% | $197,124+82.1% | $137,256+161.6% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 18.34% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $32,756 | $9,614+240.7% | $9,135+258.6% | $6,407+411.3% |
| Admin fee / account holder | -$31 | $17,308-100.2% | $16,298-100.2% | $12,270-100.3% |