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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 | $253,220 | $165,381+53.1% | $149,730+69.1% | $158,966+59.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.76% | 348.29%-317.5pp | 276.70%-245.9pp | 302.95%-272.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,893 | $7,182+9.9% | $6,843+15.3% | $5,983+31.9% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |