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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 | $314,120 | $174,379+80.1% | $152,093+106.5% | $138,895+126.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 8.05% | 74.86%-66.8pp | 66.36%-58.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $565 | $4,652-87.9% | $4,175-86.5% | $4,194-86.5% |
| Participant deferral / active EE | $6,733 | $6,159+9.3% | $5,451+23.5% | $6,396+5.3% |
| Admin fee / account holder | $2,701 | $16,880-84.0% | $14,497-81.4% | $12,562-78.5% |