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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 | $648,604 | $433,529+49.6% | $433,529+49.6% | $286,788+126.2% |
| Participation rate | 100.0% | 32.1%+67.9pp | 22.9%+77.1pp | 37.6%+62.4pp |
| Annual return | 22.07% | 10.52%+11.6pp | 12.74%+9.3pp | 9.30%+12.8pp |
| Employer contribution / active EE | $62,500 | $41,439+50.8% | $33,332+87.5% | $43,748+42.9% |
| Participant deferral / active EE | $0 | $124-100.0% | $157-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $2,396-100.0% | $12,596-100.0% |