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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 | $1,176,918 | $268,676+338.0% | $268,676+338.0% | $349,369+236.9% |
| Participation rate | 100.0% | 55.0%+45.0pp | 37.9%+62.1pp | 44.4%+55.6pp |
| Annual return | -12.62% | -11.17%-1.4pp | -10.68%-1.9pp | -14.65%+2.0pp |
| Employer contribution / active EE | $163,184 | $55,905+191.9% | $48,995+233.1% | $46,321+252.3% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |