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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 | $613,418 | $224,372+173.4% | $219,333+179.7% | $222,458+175.7% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -0.05% | -2.14%+2.1pp | -2.01%+2.0pp | -2.16%+2.1pp |
| Employer contribution / active EE | $88,333 | $37,296+136.8% | $34,453+156.4% | $42,949+105.7% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $15,410 | $5,081+203.3% | $5,362+187.4% | $12,572+22.6% |