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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 | $292,935 | $308,351-5.0% | $255,893+14.5% | $428,746-31.7% |
| Participation rate | 76.9% | 86.0%-9.0pp | 81.7%-4.8pp | 88.2%-11.3pp |
| Annual return | 5.57% | -2.14%+7.7pp | -0.50%+6.1pp | 331.92%-326.4pp |
| Employer contribution / active EE | $3,345 | $6,439-48.1% | $5,407-38.1% | $8,363-60.0% |
| Participant deferral / active EE | $16,142 | $4,722+241.9% | $4,263+278.7% | $5,961+170.8% |
| Admin fee / account holder | $1,644 | $35,360-95.4% | $30,096-94.5% | $31,735-94.8% |