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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 | $370,434 | $262,251+41.3% | $250,986+47.6% | $287,034+29.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 13.71% | 34.48%-20.8pp | 32.32%-18.6pp | 24.44%-10.7pp |
| Employer contribution / active EE | $22,785 | $36,000-36.7% | $33,960-32.9% | $41,341-44.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $4,619 | $10,641-56.6% | $10,141-54.5% | $22,013-79.0% |