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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 | $302,920 | $115,225+162.9% | $100,712+200.8% | $138,895+118.1% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.3%+21.6pp | 79.9%+11.0pp |
| Annual return | 14.49% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,177 | $4,699+137.8% | $4,085+173.6% | $6,396+74.7% |
| Admin fee / account holder | $10 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |