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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 | $705,882 | $185,887+279.7% | $179,823+292.5% | $338,137+108.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.9%+56.1pp |
| Annual return | 12.85% | 173.56%-160.7pp | 148.32%-135.5pp | 13.05%-0.2pp |
| Employer contribution / active EE | $16,667 | $30,788-45.9% | $26,818-37.9% | $37,647-55.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $30,946-100.0% |