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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 | $540,859 | $209,336+158.4% | $197,124+174.4% | $137,256+294.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,162 | $6,591-82.4% | $6,227-81.3% | $4,156-72.0% |
| Participant deferral / active EE | $12,838 | $9,614+33.5% | $9,135+40.5% | $6,407+100.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |