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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 | $273,724 | $444,907-38.5% | $304,612-10.1% | $382,429-28.4% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 17.39% | 345.83%-328.4pp | 329.91%-312.5pp | 248.85%-231.5pp |
| Employer contribution / active EE | $7,222 | $10,568-31.7% | $7,476-3.4% | $8,036-10.1% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,878 | $16,329-82.4% | $12,962-77.8% | $30,732-90.6% |