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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 | $1,144,292 | $252,813+352.6% | $227,928+402.0% | $428,746+166.9% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | 16.89% | 2.59%+14.3pp | 2.99%+13.9pp | 331.92%-315.0pp |
| Employer contribution / active EE | $27,423 | $9,687+183.1% | $8,629+217.8% | $8,363+227.9% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $4,420 | $14,812-70.2% | $13,437-67.1% | $31,735-86.1% |