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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 | $587,306 | $380,165+54.5% | $369,410+59.0% | $286,788+104.8% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 9.27% | 8.08%+1.2pp | 8.29%+1.0pp | 9.30%0pp |
| Employer contribution / active EE | $100,000 | $44,987+122.3% | $40,774+145.3% | $43,748+128.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $32,317 | $4,690+589.1% | $4,495+618.9% | $12,596+156.6% |