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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 | $2,260,323 | $821,658+175.1% | $740,967+205.1% | $382,429+491.0% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 13.52% | 11.77%+1.7pp | 11.85%+1.7pp | 248.85%-235.3pp |
| Employer contribution / active EE | $44,816 | $11,052+305.5% | $10,506+326.6% | $8,036+457.7% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $52,326 | $85,347-38.7% | $75,689-30.9% | $30,732+70.3% |