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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 | $1,375,642 | $166,242+727.5% | $165,071+733.4% | $145,884+843.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.14% | 100.44%-77.3pp | 70.17%-47.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,092 | $5,283-79.3% | $4,347-74.9% | $4,662-76.6% |
| Participant deferral / active EE | $30,500 | $6,964+338.0% | $6,035+405.4% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |