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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 | $937,853 | $152,592+514.6% | $125,180+649.2% | $152,885+513.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.69% | 54.84%-49.1pp | 43.79%-38.1pp | 345.39%-339.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $21,400 | $5,868+264.7% | $4,937+333.5% | $5,851+265.8% |
| Admin fee / account holder | $16,480 | $13,435+22.7% | $9,703+69.9% | $11,598+42.1% |