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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $359,442 | $162,803+120.8% | $473,625-24.1% | $287,034+25.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | 14.45% | 17.22%-2.8pp | 20.18%-5.7pp | 24.44%-10.0pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |