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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 | $437,101 | $178,174+145.3% | $156,181+179.9% | $137,256+218.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.51% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $253 | $4,972-94.9% | $4,294-94.1% | $4,156-93.9% |
| Participant deferral / active EE | $21,855 | $6,888+217.3% | $6,132+256.4% | $6,407+241.1% |
| Admin fee / account holder | $17,402 | $17,4040% | $14,586+19.3% | $12,270+41.8% |