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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 | $297,824 | $359,729-17.2% | $460,228-35.3% | - |
| Participation rate | 0.0% | 0.0%0pp | 95.1%-95.1pp | - |
| Annual return | 9.03% | -7.95%+17.0pp | -2.98%+12.0pp | - |
| Employer contribution / active EE | $0 | $0 | $29,339-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $3,580-100.0% | - |
| Admin fee / account holder | $0 | $45,785-100.0% | $4,523-100.0% | - |