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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 | $449,081 | $957,623-53.1% | $927,953-51.6% | $587,889-23.6% |
| Participation rate | 100.0% | 94.4%+5.6pp | 93.5%+6.5pp | 87.9%+12.1pp |
| Annual return | 38.34% | 6.72%+31.6pp | 5.36%+33.0pp | 19.70%+18.6pp |
| Employer contribution / active EE | $0 | $24,652-100.0% | $24,118-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $4,634-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $57,396-100.0% | $55,107-100.0% | $49,457-100.0% |