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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 | $223,823+141.6% | $211,142+156.2% | $154,746+249.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.57% | 50.39%-35.8pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,162 | $6,787-82.9% | $6,442-82.0% | $4,379-73.5% |
| Participant deferral / active EE | $12,838 | $9,750+31.7% | $9,284+38.3% | $6,730+90.7% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |