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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 | $546,449 | $209,422+160.9% | $178,503+206.1% | $158,982+243.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 4.31% | 188.81%-184.5pp | 151.12%-146.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | -$1,286 | $5,707-122.5% | $5,011-125.7% | $4,763-127.0% |
| Participant deferral / active EE | $4,256 | $5,955-28.5% | $5,202-18.2% | $5,983-28.9% |
| Admin fee / account holder | $94,095 | $17,079+450.9% | $13,987+572.7% | $11,252+736.3% |