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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 | $844,401 | $225,449+274.5% | $219,466+284.8% | $237,064+256.2% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 7.34% | 4.17%+3.2pp | 5.00%+2.3pp | 4.16%+3.2pp |
| Employer contribution / active EE | $150,000 | $39,228+282.4% | $35,918+317.6% | $42,918+249.5% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $1,441 | $13,772-89.5% | $13,204-89.1% | $21,465-93.3% |