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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 | $1,102,976 | $785,698+40.4% | $694,382+58.8% | $554,306+99.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 77.1%+2.9pp | 84.6%-4.6pp |
| Annual return | 12.99% | 9.34%+3.6pp | 9.66%+3.3pp | 10.47%+2.5pp |
| Employer contribution / active EE | $15,832 | $27,225-41.8% | $25,660-38.3% | $25,289-37.4% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |