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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 | $464,415 | $166,268+179.3% | $165,100+181.3% | $145,897+218.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.97% | 100.52%-101.5pp | 70.21%-71.2pp | 552.29%-553.3pp |
| Employer contribution / active EE | $508 | $5,284-90.4% | $4,348-88.3% | $4,663-89.1% |
| Participant deferral / active EE | $14,759 | $6,964+111.9% | $6,035+144.5% | $6,689+120.6% |
| Admin fee / account holder | $1,279 | $16,659-92.3% | $12,696-89.9% | $13,390-90.4% |