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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 | $309,448 | $293,345+5.5% | $246,988+25.3% | $461,066-32.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 81.0%+19.0pp | 87.7%+12.3pp |
| Annual return | 7.61% | -3.12%+10.7pp | -2.27%+9.9pp | 484.84%-477.2pp |
| Employer contribution / active EE | $600 | $6,154-90.2% | $5,427-88.9% | $9,163-93.5% |
| Participant deferral / active EE | $0 | $4,460-100.0% | $4,120-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $33,516-100.0% | $28,383-100.0% | $28,147-100.0% |