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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 | $315,889 | $567,117-44.3% | $499,661-36.8% | $428,746-26.3% |
| Participation rate | 75.0% | 90.0%-15.0pp | 87.9%-12.9pp | 88.2%-13.2pp |
| Annual return | 10.27% | 150.27%-140.0pp | 147.38%-137.1pp | 331.92%-321.7pp |
| Employer contribution / active EE | $0 | $9,533-100.0% | $8,771-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $9,070 | $8,100+12.0% | $7,733+17.3% | $5,961+52.2% |
| Admin fee / account holder | $5,157 | $60,240-91.4% | $51,240-89.9% | $31,735-83.7% |