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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 | $365,460 | $425,338-14.1% | $411,917-11.3% | $248,183+47.3% |
| Participation rate | 100.0% | 35.6%+64.4pp | 16.2%+83.8pp | 45.9%+54.1pp |
| Annual return | 13.29% | 9.03%+4.3pp | 10.36%+2.9pp | 10.21%+3.1pp |
| Employer contribution / active EE | $43,318 | $48,592-10.9% | $37,738+14.8% | $42,272+2.5% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |