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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 | $360,509 | $165,399+118.0% | $149,745+140.7% | $158,982+126.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 18.61% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,494 | $7,183-9.6% | $6,843-5.1% | $5,983+8.5% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |