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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 | $291,474 | $183,539+58.8% | $155,556+87.4% | $145,897+99.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.70% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $707 | $5,315-86.7% | $4,675-84.9% | $4,663-84.8% |
| Participant deferral / active EE | $9,841 | $6,467+52.2% | $5,631+74.8% | $6,689+47.1% |
| Admin fee / account holder | $18 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |