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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 | $784,842 | $352,355+122.7% | $253,073+210.1% | $352,355+122.7% |
| Participation rate | 100.0% | 89.9%+10.1pp | 86.8%+13.2pp | 89.9%+10.1pp |
| Annual return | 9.10% | 910.77%-901.7pp | -1.53%+10.6pp | 910.77%-901.7pp |
| Employer contribution / active EE | $37,500 | $9,649+288.6% | $12,006+212.3% | $9,649+288.6% |
| Participant deferral / active EE | $0 | $6,422-100.0% | $4,698-100.0% | $6,422-100.0% |
| Admin fee / account holder | $23,361 | $32,261-27.6% | $46,990-50.3% | $32,261-27.6% |