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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 | $520,239 | $149,741+247.4% | $118,914+337.5% | $158,982+227.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.64% | 19.94%-4.3pp | 35.89%-20.3pp | 302.99%-287.4pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,654 | $5,226+237.8% | $4,266+313.8% | $5,983+195.0% |
| Admin fee / account holder | $60 | $8,607-99.3% | $6,582-99.1% | $11,252-99.5% |