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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 | $832,255 | $201,264+313.5% | $184,185+351.9% | $145,978+470.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.91% | 29.00%-5.1pp | 28.81%-4.9pp | 550.52%-526.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,500 | $9,806+119.3% | $9,132+135.4% | $6,690+221.4% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |