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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 | $420,183 | $183,539+128.9% | $155,556+170.1% | $145,897+188.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $660 | $5,315-87.6% | $4,675-85.9% | $4,663-85.9% |
| Participant deferral / active EE | $9,323 | $6,467+44.2% | $5,631+65.6% | $6,689+39.4% |
| Admin fee / account holder | $1,344 | $19,275-93.0% | $15,885-91.5% | $13,390-90.0% |