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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 | $931,609 | $103,392+801.0% | $87,104+969.5% | $152,897+509.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.16% | 28.10%-19.9pp | 28.19%-20.0pp | 345.43%-337.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $17,726 | $4,778+271.0% | $4,048+337.9% | $5,851+203.0% |
| Admin fee / account holder | $94,602 | $12,194+675.8% | $7,491+1162.9% | $11,599+715.6% |