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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 | $391,341 | $201,370+94.3% | $184,256+112.4% | $145,897+168.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.64% | 29.05%-22.4pp | 28.85%-22.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $952 | $7,024-86.5% | $6,427-85.2% | $4,663-79.6% |
| Participant deferral / active EE | $4,000 | $9,808-59.2% | $9,133-56.2% | $6,689-40.2% |
| Admin fee / account holder | $1,502 | $16,364-90.8% | $13,899-89.2% | $13,390-88.8% |