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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 | $102,609+154.2% | $98,090+165.9% | $138,895+87.8% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 14.32% | 36.44%-22.1pp | 37.05%-22.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,380 | $8,167-9.6% | $7,845-5.9% | $6,396+15.4% |
| Admin fee / account holder | $15 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |