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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 | $585,758-21.5% | $444,982+3.3% | $428,746+7.2% |
| Participation rate | 100.0% | 93.4%+6.6pp | 86.2%+13.8pp | 88.2%+11.8pp |
| Annual return | 15.50% | 460.81%-445.3pp | 450.47%-435.0pp | 331.92%-316.4pp |
| Employer contribution / active EE | $3,200 | $11,648-72.5% | $9,202-65.2% | $8,363-61.7% |
| Participant deferral / active EE | $0 | $9,785-100.0% | $7,712-100.0% | $5,961-100.0% |
| Admin fee / account holder | $3,661 | $21,237-82.8% | $17,686-79.3% | $31,735-88.5% |