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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 | $783,416 | $785,698-0.3% | $694,382+12.8% | $554,306+41.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.1%+22.9pp | 84.6%+15.4pp |
| Annual return | 12.95% | 9.34%+3.6pp | 9.66%+3.3pp | 10.47%+2.5pp |
| Employer contribution / active EE | $18,667 | $27,225-31.4% | $25,660-27.3% | $25,289-26.2% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |