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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $657,563 | $169,587+287.7% | $157,466+317.6% | $233,076+182.1% |
| Participation rate | 100.0% | 34.7%+65.3pp | 11.9%+88.1pp | 46.4%+53.6pp |
| Annual return | 12.19% | -5.34%+17.5pp | 12.68%-0.5pp | -82.67%+94.9pp |
| Employer contribution / active EE | $10,170 | $31,322-67.5% | $22,860-55.5% | $43,771-76.8% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $4,157 | $3,068+35.5% | $2,825+47.2% | $11,204-62.9% |