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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 | $341,621 | $325,553+4.9% | $325,553+4.9% | $330,599+3.3% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 43.7%+56.3pp |
| Annual return | 15.01% | 9.15%+5.9pp | 9.17%+5.8pp | 13.05%+2.0pp |
| Employer contribution / active EE | $98,733 | $46,886+110.6% | $40,523+143.6% | $37,664+162.1% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |