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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 | $263,300 | $335,627-21.5% | $283,941-7.3% | $428,746-38.6% |
| Participation rate | 95.8% | 89.1%+6.8pp | 87.7%+8.2pp | 88.2%+7.6pp |
| Annual return | 12.81% | 0.21%+12.6pp | 1.70%+11.1pp | 331.92%-319.1pp |
| Employer contribution / active EE | $6,759 | $7,488-9.7% | $6,503+3.9% | $8,363-19.2% |
| Participant deferral / active EE | $9,548 | $5,928+61.1% | $5,606+70.3% | $5,961+60.2% |
| Admin fee / account holder | $6,925 | $33,255-79.2% | $30,380-77.2% | $31,735-78.2% |