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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 | $276,754 | $201,344+37.5% | $184,243+50.2% | $145,877+89.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.97% | 29.01%-22.0pp | 28.82%-21.8pp | 551.28%-544.3pp |
| Employer contribution / active EE | $980 | $7,022-86.1% | $6,427-84.8% | $4,663-79.0% |
| Participant deferral / active EE | $10,980 | $9,807+12.0% | $9,132+20.2% | $6,691+64.1% |
| Admin fee / account holder | $6,184 | $16,382-62.3% | $13,914-55.6% | $13,402-53.9% |