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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 | $612,148 | $217,432+181.5% | $185,849+229.4% | $167,536+265.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.32% | 148.42%-142.1pp | 122.10%-115.8pp | 478.82%-472.5pp |
| Employer contribution / active EE | $407 | $5,875-93.1% | $5,169-92.1% | $4,839-91.6% |
| Participant deferral / active EE | $4,068 | $6,357-36.0% | $5,569-27.0% | $6,342-35.9% |
| Admin fee / account holder | $4,610 | $19,818-76.7% | $16,244-71.6% | $12,315-62.6% |