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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.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,434 | $138,102+339.1% | $125,381+383.7% | $134,532+350.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 11.13% | 750.73%-739.6pp | 572.31%-561.2pp | 418.27%-407.1pp |
| Employer contribution / active EE | $28,586 | $5,245+445.0% | $4,815+493.7% | $4,741+503.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,801 | $11,568-23.9% | $10,007-12.1% | $11,429-23.0% |