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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 | $323,671 | $209,336+54.6% | $197,124+64.2% | $137,256+135.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.65% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,750 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $9 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |