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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 | $314,645 | $354,213-11.2% | $568,132-44.6% | $254,542+23.6% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 47.3%+52.7pp |
| Annual return | 11.79% | 12.49%-0.7pp | 14.64%-2.9pp | 12.16%-0.4pp |
| Employer contribution / active EE | $57,263 | $52,238+9.6% | $41,831+36.9% | $44,747+28.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |