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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 | $633,156 | $268,458+135.8% | $264,156+139.7% | $237,064+167.1% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 5.23% | 4.72%+0.5pp | 4.74%+0.5pp | 4.16%+1.1pp |
| Employer contribution / active EE | $50,000 | $48,881+2.3% | $46,220+8.2% | $42,918+16.5% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |