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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 | $385,364 | $100,139+284.8% | $85,187+352.4% | $145,884+164.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.11% | 84.15%-79.0pp | 66.67%-61.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $27,000 | $5,296+409.9% | $4,525+496.7% | $6,690+303.6% |
| Admin fee / account holder | $967 | $7,262-86.7% | $6,162-84.3% | $13,392-92.8% |