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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 | $278,169 | $202,342+37.5% | $172,752+61.0% | $152,897+81.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.45% | 1029.83%-1026.4pp | 802.97%-799.5pp | 345.43%-342.0pp |
| Employer contribution / active EE | $1,138 | $5,858-80.6% | $5,144-77.9% | $4,764-76.1% |
| Participant deferral / active EE | $5,338 | $5,948-10.3% | $5,198+2.7% | $5,851-8.8% |
| Admin fee / account holder | $8,732 | $17,111-49.0% | $13,955-37.4% | $11,599-24.7% |