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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 | $1,423,371 | $172,111+727.0% | $150,298+847.0% | $137,256+937.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.04% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $724 | $4,636-84.4% | $4,154-82.6% | $4,156-82.6% |
| Participant deferral / active EE | $12,405 | $6,166+101.2% | $5,453+127.5% | $6,407+93.6% |
| Admin fee / account holder | $20,342 | $16,471+23.5% | $14,116+44.1% | $12,270+65.8% |