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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 | $596,190 | $224,669+165.4% | $202,297+194.7% | $287,034+107.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 52.5%+47.5pp | 55.9%+44.1pp |
| Annual return | 24.98% | 14.33%+10.6pp | 14.21%+10.8pp | 24.44%+0.5pp |
| Employer contribution / active EE | $66,667 | $33,894+96.7% | $29,473+126.2% | $41,344+61.2% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |