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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 | $285,614 | $106,749+167.6% | $145,433+96.4% | $82,448+246.4% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 8.90% | 27.59%-18.7pp | 66.58%-57.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,344 | $6,519+28.0% | $7,897+5.7% | $4,139+101.6% |
| Admin fee / account holder | $31,282 | $8,390+272.9% | $13,129+138.3% | $7,234+332.4% |