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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 | $371,437 | $268,458+38.4% | $264,156+40.6% | $237,064+56.7% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 3.18% | 4.72%-1.5pp | 4.74%-1.6pp | 4.16%-1.0pp |
| Employer contribution / active EE | $33,333 | $48,881-31.8% | $46,220-27.9% | $42,918-22.3% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $365 | $12,218-97.0% | $12,050-97.0% | $21,465-98.3% |