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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 | $464,221 | $157,296+195.1% | $141,191+228.8% | $152,897+203.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.17% | 64.34%-52.2pp | 71.41%-59.2pp | 345.43%-333.3pp |
| Employer contribution / active EE | $907 | $5,262-82.8% | $4,736-80.8% | $4,764-81.0% |
| Participant deferral / active EE | $3,300 | $7,111-53.6% | $6,710-50.8% | $5,851-43.6% |
| Admin fee / account holder | $47,696 | $12,125+293.4% | $10,264+364.7% | $11,599+311.2% |