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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 | $181,062+73.5% | $158,223+98.5% | $155,188+102.4% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 8.05% | 57.39%-49.3pp | 52.09%-44.0pp | 148.84%-140.8pp |
| Employer contribution / active EE | $565 | $4,565-87.6% | $4,109-86.3% | $4,248-86.7% |
| Participant deferral / active EE | $6,733 | $6,134+9.8% | $5,467+23.2% | $6,531+3.1% |
| Admin fee / account holder | $2,701 | $18,825-85.7% | $16,047-83.2% | $14,480-81.3% |