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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 | $600,318-47.6% | $600,318-47.6% | $340,936-7.7% |
| Participation rate | 100.0% | 51.1%+48.9pp | 42.6%+57.4pp | 31.0%+69.0pp |
| Annual return | 13.02% | 3.94%+9.1pp | 4.07%+9.0pp | 14.18%-1.2pp |
| Employer contribution / active EE | $145,000 | $38,558+276.1% | $37,644+285.2% | $33,339+334.9% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $54,828-100.0% | $54,828-100.0% | $17,688-100.0% |