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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 | $314,835 | $618,728-49.1% | $618,728-49.1% | $380,063-17.2% |
| Participation rate | 100.0% | 47.2%+52.8pp | 37.8%+62.2pp | 27.7%+72.3pp |
| Annual return | 13.02% | 2.43%+10.6pp | 2.61%+10.4pp | 15.59%-2.6pp |
| Employer contribution / active EE | $145,000 | $37,377+287.9% | $36,531+296.9% | $33,256+336.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $69,555-100.0% | $69,555-100.0% | $21,009-100.0% |