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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 | $425,710 | $111,814+280.7% | $93,654+354.6% | $145,959+191.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.62% | 203.30%-202.7pp | 133.34%-132.7pp | 561.95%-561.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $30,000 | $4,914+510.4% | $4,413+579.8% | $6,689+348.5% |
| Admin fee / account holder | $7,808 | $10,246-23.8% | $8,282-5.7% | $13,398-41.7% |