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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 | $614,443 | $201,344+205.2% | $184,243+233.5% | $145,877+321.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 950.84% | 29.01%+921.8pp | 28.82%+922.0pp | 551.28%+399.6pp |
| Employer contribution / active EE | $1,626 | $7,022-76.9% | $6,427-74.7% | $4,663-65.1% |
| Participant deferral / active EE | $1,720 | $9,807-82.5% | $9,132-81.2% | $6,691-74.3% |
| Admin fee / account holder | $48,182 | $16,382+194.1% | $13,914+246.3% | $13,402+259.5% |