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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $261,783 | $217,427+20.4% | $185,837+40.9% | $167,518+56.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -42.72% | 148.39%-191.1pp | 122.08%-164.8pp | 478.71%-521.4pp |
| Employer contribution / active EE | $827 | $5,874-85.9% | $5,168-84.0% | $4,838-82.9% |
| Participant deferral / active EE | $8,200 | $6,357+29.0% | $5,568+47.3% | $6,342+29.3% |
| Admin fee / account holder | $1,783 | $19,816-91.0% | $16,241-89.0% | $12,312-85.5% |