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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 | $345,044 | $364,560-5.4% | $374,107-7.8% | $237,064+45.5% |
| Participation rate | 90.9% | 45.9%+45.0pp | 22.0%+68.9pp | 45.6%+45.3pp |
| Annual return | 8.11% | 3.93%+4.2pp | 4.74%+3.4pp | 4.16%+4.0pp |
| Employer contribution / active EE | $43,273 | $47,405-8.7% | $36,089+19.9% | $42,918+0.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $741 | $11,576-93.6% | $10,677-93.1% | $21,465-96.5% |