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Participant 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 | $333,578 | $124,814+167.3% | $124,814+167.3% | $330,599+0.9% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 43.7%+56.3pp |
| Annual return | 11.44% | 8.40%+3.0pp | 10.53%+0.9pp | 13.05%-1.6pp |
| Employer contribution / active EE | $13,333 | $31,408-57.5% | $26,797-50.2% | $37,664-64.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |