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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,491 | $198,462+107.8% | $170,439+142.0% | $147,585+179.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 257.30%-241.3pp | 205.94%-189.9pp | 578.58%-562.6pp |
| Employer contribution / active EE | $40,572 | $6,184+556.1% | $5,433+646.8% | $4,876+732.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $92 | $16,852-99.5% | $13,881-99.3% | $10,886-99.2% |