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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 | $294,777 | $223,143+32.1% | $209,859+40.5% | $237,064+24.3% |
| Participation rate | 100.0% | 54.7%+45.3pp | 42.7%+57.3pp | 45.6%+54.4pp |
| Annual return | 2.05% | 4.44%-2.4pp | 4.16%-2.1pp | 4.16%-2.1pp |
| Employer contribution / active EE | $31,667 | $38,002-16.7% | $29,966+5.7% | $42,918-26.2% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |