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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 | $283,594 | $181,062+56.6% | $158,223+79.2% | $155,188+82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.58% | 57.39%-33.8pp | 52.09%-28.5pp | 148.84%-125.3pp |
| Employer contribution / active EE | $445 | $4,565-90.3% | $4,109-89.2% | $4,248-89.5% |
| Participant deferral / active EE | $6,127 | $6,134-0.1% | $5,467+12.1% | $6,531-6.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |