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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 | $456,168 | $202,986+124.7% | $202,986+124.7% | $237,064+92.4% |
| Participation rate | 100.0% | 41.2%+58.8pp | 26.9%+73.1pp | 45.6%+54.4pp |
| Annual return | 7.89% | 2.00%+5.9pp | 2.04%+5.9pp | 4.16%+3.7pp |
| Employer contribution / active EE | $110,000 | $70,498+56.0% | $57,418+91.6% | $42,918+156.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |