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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 | $1,078,828 | $266,915+304.2% | $319,010+238.2% | $349,369+208.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -8.20% | 12.39%-20.6pp | 10.22%-18.4pp | -14.65%+6.4pp |
| Employer contribution / active EE | $43,500 | $53,662-18.9% | $51,205-15.0% | $46,321-6.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $61,508 | $9,726+532.4% | $10,810+469.0% | $14,582+321.8% |