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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 | $209,336+129.1% | $197,124+143.3% | $137,256+249.5% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 7.53% | 48.09%-40.6pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,591 | $9,614-31.4% | $9,135-27.8% | $6,407+2.9% |
| Admin fee / account holder | $2,485 | $17,308-85.6% | $16,298-84.8% | $12,270-79.7% |