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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 | $418,188 | $175,259+138.6% | $149,723+179.3% | $139,487+199.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.10% | 166.82%-157.7pp | 134.50%-125.4pp | 373.84%-364.7pp |
| Employer contribution / active EE | $1,067 | $5,478-80.5% | $4,821-77.9% | $4,755-77.6% |
| Participant deferral / active EE | $6,981 | $6,522+7.0% | $5,682+22.9% | $6,713+4.0% |
| Admin fee / account holder | $2,927 | $16,158-81.9% | $13,215-77.8% | $11,407-74.3% |