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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 | $254,569 | $196,972+29.2% | $182,262+39.7% | $198,609+28.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.61% | 158.27%-140.7pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,002 | $5,364-81.3% | $5,046-80.1% | $5,055-80.2% |
| Participant deferral / active EE | $20,957 | $8,643+142.5% | $8,276+153.2% | $6,977+200.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |