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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 | $250,608 | $176,838+41.7% | $146,685+70.8% | $167,518+49.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 2.09% | 24.04%-21.9pp | 22.75%-20.7pp | 478.71%-476.6pp |
| Employer contribution / active EE | $762 | $5,161-85.2% | $4,137-81.6% | $4,838-84.2% |
| Participant deferral / active EE | $4,808 | $6,441-25.3% | $5,507-12.7% | $6,342-24.2% |
| Admin fee / account holder | $852 | $13,262-93.6% | $10,281-91.7% | $12,312-93.1% |