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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 | $374,753 | $181,896+106.0% | $156,551+139.4% | $273,972+36.8% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 11.54% | 30.74%-19.2pp | 32.23%-20.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $1,118 | $6,248-82.1% | $5,501-79.7% | $4,869-77.0% |
| Participant deferral / active EE | $5,881 | $5,550+6.0% | $4,871+20.7% | $5,287+11.2% |
| Admin fee / account holder | $114 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |