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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 | $529,692 | $196,972+168.9% | $182,262+190.6% | $198,609+166.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.25% | 158.27%-145.0pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,082 | $8,643+74.5% | $8,276+82.2% | $6,977+116.2% |
| Admin fee / account holder | $250 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |