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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 | $585,758-53.3% | $444,982-38.5% | $428,746-36.2% |
| Participation rate | 100.0% | 93.4%+6.6pp | 86.2%+13.8pp | 88.2%+11.8pp |
| Annual return | 17.39% | 460.81%-443.4pp | 450.47%-433.1pp | 331.92%-314.5pp |
| Employer contribution / active EE | $7,222 | $11,648-38.0% | $9,202-21.5% | $8,363-13.6% |
| Participant deferral / active EE | $0 | $9,785-100.0% | $7,712-100.0% | $5,961-100.0% |
| Admin fee / account holder | $2,878 | $21,237-86.4% | $17,686-83.7% | $31,735-90.9% |