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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 | $318,434 | $827,797-61.5% | $788,447-59.6% | $350,051-9.0% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.5%+55.5pp |
| Annual return | -4.47% | -4.32%-0.1pp | -3.21%-1.3pp | -14.65%+10.2pp |
| Employer contribution / active EE | $40,000 | $53,412-25.1% | $46,051-13.1% | $46,321-13.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |