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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 | $984,895 | $124,425+691.6% | $112,040+779.1% | $137,256+617.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.47% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $275 | $3,411-91.9% | $2,954-90.7% | $4,156-93.4% |
| Participant deferral / active EE | $7,000 | $5,718+22.4% | $5,098+37.3% | $6,407+9.3% |
| Admin fee / account holder | $15,563 | $15,207+2.3% | $12,098+28.6% | $12,270+26.8% |