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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 | $272,567 | $201,372+35.4% | $184,260+47.9% | $145,884+86.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.75% | 29.04%+1.7pp | 28.84%+1.9pp | 551.85%-521.1pp |
| Employer contribution / active EE | $1,038 | $7,024-85.2% | $6,427-83.9% | $4,662-77.7% |
| Participant deferral / active EE | $4,647 | $9,808-52.6% | $9,133-49.1% | $6,690-30.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |