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Employer 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 | $254,345 | $216,874+17.3% | $174,595+45.7% | $382,429-33.5% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 9.24% | 7969.70%-7960.5pp | 6861.22%-6852.0pp | 248.85%-239.6pp |
| Employer contribution / active EE | $10,000 | $4,110+143.3% | $3,630+175.5% | $8,036+24.4% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $10,721 | $12,030-10.9% | $10,352+3.6% | $30,732-65.1% |