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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 | $223,823+114.3% | $211,142+127.2% | $154,746+210.0% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 7.53% | 50.39%-42.9pp | 46.84%-39.3pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,591 | $9,750-32.4% | $9,284-29.0% | $6,730-2.1% |
| Admin fee / account holder | $2,485 | $19,707-87.4% | $19,076-87.0% | $14,365-82.7% |