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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 | $755,013 | $381,452+97.9% | $381,452+97.9% | $285,997+164.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 33.3%+66.7pp | 55.8%+44.2pp |
| Annual return | 16.27% | 8.63%+7.6pp | 7.47%+8.8pp | 24.44%-8.2pp |
| Employer contribution / active EE | $141,000 | $53,313+164.5% | $44,557+216.4% | $41,348+241.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $182-100.0% | $55-100.0% |
| Admin fee / account holder | $10,724 | $3,849+178.7% | $3,849+178.7% | $22,013-51.3% |