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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 | $251,003 | $180,462+39.1% | $154,111+62.9% | $135,379+85.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.09% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $498 | $6,036-91.7% | $5,298-90.6% | $4,779-89.6% |
| Participant deferral / active EE | $6,706 | $5,806+15.5% | $5,081+32.0% | $5,609+19.6% |
| Admin fee / account holder | $509 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |