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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 | $261,007 | $438,681-40.5% | $438,681-40.5% | $254,173+2.7% |
| Participation rate | 100.0% | 48.2%+51.8pp | 44.3%+55.7pp | 43.0%+57.0pp |
| Annual return | 16.71% | 4.01%+12.7pp | 4.26%+12.5pp | 259.17%-242.5pp |
| Employer contribution / active EE | $53,839 | $56,756-5.1% | $54,767-1.7% | $41,471+29.8% |
| Participant deferral / active EE | $0 | $15-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $68 | $2,187-96.9% | $2,187-96.9% | $21,502-99.7% |