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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 | $273,756 | $162,136+68.8% | $152,301+79.7% | $154,746+76.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.28% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.1pp |
| Employer contribution / active EE | $691 | $4,890-85.9% | $4,624-85.1% | $4,379-84.2% |
| Participant deferral / active EE | $6,275 | $8,341-24.8% | $8,004-21.6% | $6,730-6.8% |
| Admin fee / account holder | $3,800 | $15,759-75.9% | $14,398-73.6% | $14,365-73.5% |