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Participant 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.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,034 | $180,749+73.2% | $160,784+94.7% | $137,256+128.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 52.77% | 2234.46%-2181.7pp | 1803.92%-1751.1pp | 220.34%-167.6pp |
| Employer contribution / active EE | $12,500 | $4,155+200.8% | $3,733+234.9% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,368 | $10,397-77.2% | $9,717-75.6% | $12,270-80.7% |