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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 | $443,506 | $224,372+97.7% | $219,333+102.2% | $222,458+99.4% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | 0.64% | -2.14%+2.8pp | -2.01%+2.6pp | -2.16%+2.8pp |
| Employer contribution / active EE | $26,667 | $37,296-28.5% | $34,453-22.6% | $42,949-37.9% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |