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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 | $3,211,665 | $183,539+1649.9% | $155,556+1964.6% | $145,897+2101.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.27% | 61.31%-60.0pp | 64.84%-63.6pp | 552.29%-551.0pp |
| Employer contribution / active EE | $820 | $5,315-84.6% | $4,675-82.5% | $4,663-82.4% |
| Participant deferral / active EE | $4,100 | $6,467-36.6% | $5,631-27.2% | $6,689-38.7% |
| Admin fee / account holder | $24,006 | $19,275+24.5% | $15,885+51.1% | $13,390+79.3% |