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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 | $319,322 | $391,394-18.4% | $342,983-6.9% | $461,066-30.7% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 10.53% | -3.77%+14.3pp | -2.60%+13.1pp | 484.84%-474.3pp |
| Employer contribution / active EE | $19,153 | $8,803+117.6% | $7,825+144.8% | $9,163+109.0% |
| Participant deferral / active EE | $9,266 | $6,244+48.4% | $6,109+51.7% | $6,032+53.6% |
| Admin fee / account holder | $10,416 | $23,519-55.7% | $22,391-53.5% | $28,147-63.0% |