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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 | $160,028+61.3% | $147,080+75.5% | $145,884+76.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 6.33% | 98.60%-92.3pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $603 | $5,286-88.6% | $4,933-87.8% | $4,662-87.1% |
| Participant deferral / active EE | $14,192 | $8,422+68.5% | $8,066+75.9% | $6,690+112.2% |
| Admin fee / account holder | $103,452 | $15,030+588.3% | $12,989+696.5% | $13,392+672.5% |