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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 | $363,977 | $165,381+120.1% | $149,730+143.1% | $158,966+129.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.82% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $747 | $5,104-85.4% | $4,645-83.9% | $4,762-84.3% |
| Participant deferral / active EE | $8,632 | $7,182+20.2% | $6,843+26.2% | $5,983+44.3% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-100.0% |