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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 | $652,495 | $204,001+219.8% | $204,001+219.8% | $254,542+156.3% |
| Participation rate | 100.0% | 35.7%+64.3pp | 9.4%+90.6pp | 47.4%+52.6pp |
| Annual return | 12.22% | -238.73%+251.0pp | -100.31%+112.5pp | 12.16%+0.1pp |
| Employer contribution / active EE | $253,731 | $30,640+728.1% | $18,686+1257.9% | $44,747+467.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $8,560 | $1,604+433.8% | $1,604+433.8% | $17,640-51.5% |