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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 | $253,170 | $124,213+103.8% | $118,106+114.4% | $154,746+63.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 26.31% | 18.29%+8.0pp | 19.44%+6.9pp | 172.34%-146.0pp |
| Employer contribution / active EE | $300 | $4,905-93.9% | $4,698-93.6% | $4,379-93.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |