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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 | $479,663 | $227,291+111.0% | $214,702+123.4% | $155,188+209.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 7.53% | 60.08%-52.5pp | 54.55%-47.0pp | 148.84%-141.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,591 | $9,582-31.2% | $9,147-27.9% | $6,531+0.9% |
| Admin fee / account holder | $2,485 | $20,413-87.8% | $19,830-87.5% | $14,480-82.8% |