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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 | $342,448 | $148,629+130.4% | $135,982+151.8% | $139,487+145.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 77.70% | 79.33%-1.6pp | 68.32%+9.4pp | 373.84%-296.1pp |
| Employer contribution / active EE | $1,000 | $5,247-80.9% | $4,859-79.4% | $4,755-79.0% |
| Participant deferral / active EE | $14,089 | $8,102+73.9% | $7,760+81.6% | $6,713+109.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |