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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 | $457,866 | $215,441+112.5% | $215,441+112.5% | $233,076+96.4% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | -6.01% | 1.21%-7.2pp | 1.09%-7.1pp | -82.66%+76.6pp |
| Employer contribution / active EE | $47,500 | $59,814-20.6% | $57,621-17.6% | $43,771+8.5% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $25 | $10,762-99.8% | $10,762-99.8% | $11,204-99.8% |