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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 | $155,555+230.8% | $146,866+250.4% | $155,188+231.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.12% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $92 | $4,647-98.0% | $4,425-97.9% | $4,248-97.8% |
| Participant deferral / active EE | $16,773 | $8,044+108.5% | $7,759+116.2% | $6,531+156.8% |
| Admin fee / account holder | $40 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |