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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 | $380,815 | $340,249+11.9% | $329,695+15.5% | $330,599+15.2% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 11.19% | 10.01%+1.2pp | 9.82%+1.4pp | 13.05%-1.9pp |
| Employer contribution / active EE | $40,000 | $31,912+25.3% | $30,322+31.9% | $37,664+6.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $6,787 | $60,407-88.8% | $53,840-87.4% | $31,365-78.4% |