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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 | $485,657 | $326,582+48.7% | $319,634+51.9% | $254,173+91.1% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 9.01% | 204.13%-195.1pp | 175.18%-166.2pp | 259.17%-250.2pp |
| Employer contribution / active EE | $100,000 | $43,384+130.5% | $38,590+159.1% | $41,471+141.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $2,853 | $3,517-18.9% | $3,298-13.5% | $21,502-86.7% |