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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 | $302,731 | $433,704-30.2% | $490,804-38.3% | $286,788+5.6% |
| Participation rate | 100.0% | 15.4%+84.6pp | 7.1%+92.9pp | 37.6%+62.4pp |
| Annual return | 16.34% | 11.35%+5.0pp | 14.84%+1.5pp | 9.30%+7.0pp |
| Employer contribution / active EE | $13,626 | $43,544-68.7% | $37,950-64.1% | $43,748-68.9% |
| Participant deferral / active EE | $0 | $34-100.0% | $127-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |