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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 | $688,502-25.0% | $612,566-15.7% | $461,066+12.0% |
| Participation rate | 100.0% | 93.5%+6.5pp | 89.6%+10.4pp | 87.7%+12.3pp |
| Annual return | 17.83% | 673.65%-655.8pp | 668.32%-650.5pp | 484.84%-467.0pp |
| Employer contribution / active EE | $21,131 | $15,083+40.1% | $13,765+53.5% | $9,163+130.6% |
| Participant deferral / active EE | $0 | $11,956-100.0% | $10,655-100.0% | $6,032-100.0% |
| Admin fee / account holder | $33,973 | $17,670+92.3% | $19,357+75.5% | $28,147+20.7% |