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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 | $349,020 | $198,457+75.9% | $170,435+104.8% | $147,586+136.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.86% | 257.30%-254.4pp | 205.94%-203.1pp | 578.59%-575.7pp |
| Employer contribution / active EE | $733 | $6,183-88.1% | $5,432-86.5% | $4,876-85.0% |
| Participant deferral / active EE | $4,107 | $5,629-27.0% | $4,939-16.9% | $5,439-24.5% |
| Admin fee / account holder | $498 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |