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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 | $374,662 | $156,398+139.6% | $147,318+154.3% | $138,895+169.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.40% | 78.75%-62.4pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $500 | $4,853-89.7% | $4,593-89.1% | $4,194-88.1% |
| Participant deferral / active EE | $16,308 | $8,237+98.0% | $7,906+106.3% | $6,396+155.0% |
| Admin fee / account holder | $64 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |