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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $703,838 | $538,095+30.8% | $477,111+47.5% | $382,429+84.0% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 19.05% | 104.06%-85.0pp | 101.90%-82.8pp | 248.85%-229.8pp |
| Employer contribution / active EE | $8,333 | $9,361-11.0% | $8,708-4.3% | $8,036+3.7% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $48,739-100.0% | $42,132-100.0% | $30,732-100.0% |