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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 | $310,399 | $166,089+86.9% | $164,928+88.2% | $145,978+112.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.56% | 100.26%-89.7pp | 70.08%-59.5pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,509 | $6,961+180.2% | $6,034+223.3% | $6,690+191.6% |
| Admin fee / account holder | $120 | $16,641-99.3% | $12,684-99.1% | $13,400-99.1% |