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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 | $379,566 | $239,436+58.5% | $227,282+67.0% | $286,788+32.4% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 8.57% | 10.53%-2.0pp | 10.75%-2.2pp | 9.30%-0.7pp |
| Employer contribution / active EE | $30,000 | $37,410-19.8% | $35,170-14.7% | $43,748-31.4% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $4,639 | $4,800-3.3% | $4,611+0.6% | $12,596-63.2% |