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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 | $183,592+58.8% | $155,574+87.4% | $145,877+99.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.70% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $707 | $5,317-86.7% | $4,676-84.9% | $4,663-84.8% |
| Participant deferral / active EE | $9,841 | $6,466+52.2% | $5,629+74.8% | $6,691+47.1% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |