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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 | $444,773-29.2% | $444,773-29.2% | $328,120-4.0% |
| Participation rate | 100.0% | 50.8%+49.2pp | 42.7%+57.3pp | 34.1%+65.9pp |
| Annual return | 13.02% | 6.34%+6.7pp | 6.38%+6.6pp | 13.02%0pp |
| Employer contribution / active EE | $145,000 | $40,783+255.5% | $39,647+265.7% | $34,257+323.3% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |