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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 | $1,831,093 | $199,109+819.6% | $173,730+954.0% | $154,746+1083.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.81% | 20.02%-11.2pp | 19.96%-11.1pp | 172.34%-163.5pp |
| Employer contribution / active EE | $264 | $5,311-95.0% | $4,577-94.2% | $4,379-94.0% |
| Participant deferral / active EE | $5,356 | $7,113-24.7% | $6,326-15.3% | $6,730-20.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |