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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 | $344,484 | $210,343+63.8% | $153,476+124.5% | $145,978+136.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.64% | 13.38%-2.7pp | 15.66%-5.0pp | 550.52%-539.9pp |
| Employer contribution / active EE | $95 | $6,047-98.4% | $5,038-98.1% | $4,662-98.0% |
| Participant deferral / active EE | $15,333 | $7,977+92.2% | $6,759+126.9% | $6,690+129.2% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,729-100.0% | $13,400-100.0% |