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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 | $266,821 | $278,553-4.2% | $267,477-0.2% | $349,369-23.6% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -9.32% | -41.92%+32.6pp | -38.86%+29.5pp | -14.65%+5.3pp |
| Employer contribution / active EE | $64,971 | $40,095+62.0% | $37,752+72.1% | $46,321+40.3% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $4,513 | $15,763-71.4% | $16,942-73.4% | $14,582-69.0% |