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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 | $492,894 | $398,892+23.6% | $398,892+23.6% | $287,034+71.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.9%+44.1pp |
| Annual return | 5.86% | 8.32%-2.5pp | 8.56%-2.7pp | 24.44%-18.6pp |
| Employer contribution / active EE | $206,147 | $41,002+402.8% | $37,135+455.1% | $41,344+398.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |