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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 | $154,228+77.5% | $145,433+88.2% | $137,256+99.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.28% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $691 | $4,804-85.6% | $4,554-84.8% | $4,156-83.4% |
| Participant deferral / active EE | $6,275 | $8,216-23.6% | $7,897-20.5% | $6,407-2.1% |
| Admin fee / account holder | $3,800 | $14,344-73.5% | $13,129-71.1% | $12,270-69.0% |