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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 | $258,101 | $160,070+61.2% | $147,117+75.4% | $145,897+76.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 6.33% | 98.69%-92.4pp | 420.54%-414.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $603 | $5,285-88.6% | $4,932-87.8% | $4,663-87.1% |
| Participant deferral / active EE | $14,192 | $8,419+68.6% | $8,065+76.0% | $6,689+112.2% |
| Admin fee / account holder | $103,452 | $15,035+588.1% | $12,993+696.2% | $13,390+672.6% |