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Employer 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 | $823,852 | $311,053+164.9% | $269,665+205.5% | $352,355+133.8% |
| Participation rate | 100.0% | 89.5%+10.5pp | 84.6%+15.4pp | 89.9%+10.1pp |
| Annual return | 20.63% | -14.45%+35.1pp | -13.58%+34.2pp | 910.77%-890.1pp |
| Employer contribution / active EE | $14,363 | $14,978-4.1% | $11,014+30.4% | $9,649+48.9% |
| Participant deferral / active EE | $0 | $6,538-100.0% | $5,717-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $55,517-100.0% | $41,925-100.0% | $32,261-100.0% |