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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 | $649,080 | $418,230+55.2% | $386,303+68.0% | $461,066+40.8% |
| Participation rate | 100.0% | 90.6%+9.4pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 25.89% | 213.00%-187.1pp | 210.04%-184.1pp | 484.84%-458.9pp |
| Employer contribution / active EE | $8,227 | $11,708-29.7% | $10,842-24.1% | $9,163-10.2% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $25,470 | $20,326+25.3% | $19,920+27.9% | $28,147-9.5% |