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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 | $579,211 | $935,851-38.1% | $865,637-33.1% | $474,542+22.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 80.9%+19.1pp | 87.2%+12.8pp |
| Annual return | 26.75% | 12.28%+14.5pp | 10.03%+16.7pp | 7.51%+19.2pp |
| Employer contribution / active EE | $10,000 | $25,736-61.1% | $24,586-59.3% | $27,752-64.0% |
| Participant deferral / active EE | $0 | $4,171-100.0% | $4,220-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $14,646-100.0% | $13,124-100.0% | $6,133-100.0% |