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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 | $265,128 | $183,516+44.5% | $155,534+70.5% | $145,884+81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.85% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $501 | $5,315-90.6% | $4,675-89.3% | $4,662-89.3% |
| Participant deferral / active EE | $10,600 | $6,467+63.9% | $5,630+88.3% | $6,690+58.5% |
| Admin fee / account holder | $2,697 | $19,293-86.0% | $15,900-83.0% | $13,392-79.9% |