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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 | $277,739 | $87,166+218.6% | $76,735+261.9% | $137,256+102.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.91% | 26.50%-13.6pp | 29.77%-16.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,250 | $4,726+138.0% | $4,088+175.2% | $6,407+75.6% |
| Admin fee / account holder | $40 | $8,403-99.5% | $7,189-99.4% | $12,270-99.7% |