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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 | $516,339 | $444,907+16.1% | $304,612+69.5% | $382,429+35.0% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 17.83% | 345.83%-328.0pp | 329.91%-312.1pp | 248.85%-231.0pp |
| Employer contribution / active EE | $21,131 | $10,568+100.0% | $7,476+182.7% | $8,036+163.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $33,973 | $16,329+108.1% | $12,962+162.1% | $30,732+10.5% |