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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 | $1,004,018+125.1% | $913,199+147.5% | $428,746+427.2% |
| Participation rate | 100.0% | 93.9%+6.1pp | 93.9%+6.1pp | 88.2%+11.8pp |
| Annual return | 13.52% | -6.12%+19.6pp | -5.65%+19.2pp | 331.92%-318.4pp |
| Employer contribution / active EE | $44,816 | $11,046+305.7% | $10,753+316.8% | $8,363+435.9% |
| Participant deferral / active EE | $0 | $7,319-100.0% | $6,996-100.0% | $5,961-100.0% |
| Admin fee / account holder | $52,326 | $103,815-49.6% | $93,515-44.0% | $31,735+64.9% |