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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 | $300,823 | $656,253-54.2% | $632,405-52.4% | $484,799-37.9% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 18.51% | 2.20%+16.3pp | 2.81%+15.7pp | 5.95%+12.6pp |
| Employer contribution / active EE | $10,250 | $32,826-68.8% | $32,215-68.2% | $27,493-62.7% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $16,461-100.0% | $30,649-100.0% | $18,209-100.0% |