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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 | $459,582 | $444,907+3.3% | $304,612+50.9% | $382,429+20.2% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 15.50% | 345.83%-330.3pp | 329.91%-314.4pp | 248.85%-233.4pp |
| Employer contribution / active EE | $3,200 | $10,568-69.7% | $7,476-57.2% | $8,036-60.2% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $3,661 | $16,329-77.6% | $12,962-71.8% | $30,732-88.1% |