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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 | $321,223 | $459,402-30.1% | $411,083-21.9% | $254,173+26.4% |
| Participation rate | 100.0% | 38.9%+61.1pp | 30.8%+69.2pp | 43.0%+57.0pp |
| Annual return | 18.45% | 5.05%+13.4pp | 5.50%+12.9pp | 259.17%-240.7pp |
| Employer contribution / active EE | $12,144 | $35,260-65.6% | $28,518-57.4% | $41,471-70.7% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,502-100.0% |