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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 | $449,532 | $201,372+123.2% | $184,260+144.0% | $145,884+208.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.24% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,932 | $9,808-39.5% | $9,133-35.1% | $6,690-11.3% |
| Admin fee / account holder | $190 | $16,362-98.8% | $13,898-98.6% | $13,392-98.6% |