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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 | $294,304 | $157,296+87.1% | $141,191+108.4% | $152,897+92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.54% | 64.34%-49.8pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $439 | $5,262-91.7% | $4,736-90.7% | $4,764-90.8% |
| Participant deferral / active EE | $9,485 | $7,111+33.4% | $6,710+41.4% | $5,851+62.1% |
| Admin fee / account holder | $7,587 | $12,125-37.4% | $10,264-26.1% | $11,599-34.6% |