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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 | $464,580 | $134,817+244.6% | $123,973+274.7% | $155,188+199.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.47% | 515.49%-508.0pp | 388.13%-380.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $111 | $4,425-97.5% | $4,126-97.3% | $4,248-97.4% |
| Participant deferral / active EE | $8,661 | $5,706+51.8% | $5,247+65.1% | $6,531+32.6% |
| Admin fee / account holder | $1,553 | $13,245-88.3% | $11,799-86.8% | $14,480-89.3% |