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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 | $272,795 | $185,905+46.7% | $170,057+60.4% | $139,487+95.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.88% | 60.56%-37.7pp | 53.42%-30.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $959 | $7,597-87.4% | $6,790-85.9% | $4,755-79.8% |
| Participant deferral / active EE | $3,333 | $11,627-71.3% | $10,411-68.0% | $6,713-50.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |