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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 | $394,013 | $258,845+52.2% | $846,462-53.5% | $222,458+77.1% |
| Participation rate | 87.5% | 51.0%+36.5pp | 23.1%+64.4pp | 48.7%+38.8pp |
| Annual return | -2.57% | -1.13%-1.4pp | -0.81%-1.8pp | -2.16%-0.4pp |
| Employer contribution / active EE | $37,625 | $49,652-24.2% | $38,425-2.1% | $42,949-12.4% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |