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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 | $514,627 | $156,398+229.1% | $147,318+249.3% | $138,895+270.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.12% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $92 | $4,853-98.1% | $4,593-98.0% | $4,194-97.8% |
| Participant deferral / active EE | $16,773 | $8,237+103.6% | $7,906+112.1% | $6,396+162.2% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |