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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 | $389,102 | $185,312+110.0% | $161,489+140.9% | $154,746+151.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.39% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $186 | $4,769-96.1% | $4,268-95.7% | $4,379-95.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,886 | $18,654-9.5% | $16,006+5.5% | $14,365+17.5% |