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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 | $260,862 | $100,970+158.4% | $96,576+170.1% | $137,256+90.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 14.32% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,380 | $8,286-10.9% | $7,956-7.2% | $6,407+15.2% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |