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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 | $387,988 | $227,399+70.6% | $189,758+104.5% | $198,609+95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.94% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,400 | $5,526-74.7% | $4,767-70.6% | $5,055-72.3% |
| Participant deferral / active EE | $8,658 | $6,837+26.6% | $5,856+47.8% | $6,977+24.1% |
| Admin fee / account holder | $115 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |