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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 | $711,849 | $458,700+55.2% | $458,700+55.2% | $330,599+115.3% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 3.85% | 8.44%-4.6pp | 8.61%-4.8pp | 13.05%-9.2pp |
| Employer contribution / active EE | $200,000 | $36,715+444.7% | $33,046+505.2% | $37,664+431.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |