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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 | $271,230 | $160,070+69.4% | $147,117+84.4% | $145,897+85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $702 | $5,285-86.7% | $4,932-85.8% | $4,663-85.0% |
| Participant deferral / active EE | $17,137 | $8,419+103.5% | $8,065+112.5% | $6,689+156.2% |
| Admin fee / account holder | $10,066 | $15,035-33.0% | $12,993-22.5% | $13,390-24.8% |