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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 | $311,739 | $156,398+99.3% | $147,318+111.6% | $138,895+124.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 5.52% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $673 | $4,853-86.1% | $4,593-85.4% | $4,194-84.0% |
| Participant deferral / active EE | $6,232 | $8,237-24.3% | $7,906-21.2% | $6,396-2.6% |
| Admin fee / account holder | $8,553 | $14,976-42.9% | $13,708-37.6% | $12,562-31.9% |