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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 | $292,157 | $166,268+75.7% | $165,100+77.0% | $145,897+100.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 22.72% | 100.52%-77.8pp | 70.21%-47.5pp | 552.29%-529.6pp |
| Employer contribution / active EE | $645 | $5,284-87.8% | $4,348-85.2% | $4,663-86.2% |
| Participant deferral / active EE | $4,275 | $6,964-38.6% | $6,035-29.2% | $6,689-36.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |