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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 | $307,596 | $218,893+40.5% | $436,953-29.6% | $233,076+32.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | 12.51% | -114.99%+127.5pp | -102.04%+114.6pp | -82.67%+95.2pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |