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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 | $363,882 | $167,362+117.4% | $143,799+153.0% | $134,532+170.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.23% | 0.47%-26.7pp | -0.04%-26.2pp | 418.27%-444.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,000 | $6,447+86.1% | $5,638+112.8% | $6,401+87.5% |
| Admin fee / account holder | $13,983 | $18,094-22.7% | $14,677-4.7% | $11,429+22.4% |