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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 | $291,015 | $160,028+81.9% | $147,080+97.9% | $145,884+99.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.92% | 98.60%-91.7pp | 420.17%-413.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,020 | $5,286-80.7% | $4,933-79.3% | $4,662-78.1% |
| Participant deferral / active EE | $5,312 | $8,422-36.9% | $8,066-34.1% | $6,690-20.6% |
| Admin fee / account holder | $7,800 | $15,030-48.1% | $12,989-39.9% | $13,392-41.8% |