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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 | $768,664 | $201,344+281.8% | $184,243+317.2% | $145,877+426.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.63% | 29.01%-10.4pp | 28.82%-10.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $738 | $7,022-89.5% | $6,427-88.5% | $4,663-84.2% |
| Participant deferral / active EE | $8,597 | $9,807-12.3% | $9,132-5.9% | $6,691+28.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |