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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 | $369,413 | $177,595+108.0% | $148,496+148.8% | $198,609+86.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.00% | 9.97%+2.0pp | 12.33%-0.3pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,224 | $5,539+84.6% | $4,808+112.6% | $6,977+46.5% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |