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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 | $285,951 | $295,923-3.4% | $239,403+19.4% | $382,429-25.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 11.33% | 1.75%+9.6pp | 3.34%+8.0pp | 248.85%-237.5pp |
| Employer contribution / active EE | $16,667 | $5,859+184.5% | $4,656+258.0% | $8,036+107.4% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $40,491 | $26,025+55.6% | $21,121+91.7% | $30,732+31.8% |