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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 | $396,186 | $127,387+211.0% | $115,038+244.4% | $125,389+216.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -48.58% | 31.28%-79.9pp | 26.14%-74.7pp | 282.24%-330.8pp |
| Employer contribution / active EE | $360 | $5,166-93.0% | $4,608-92.2% | $4,866-92.6% |
| Participant deferral / active EE | $13,000 | $6,423+102.4% | $6,026+115.7% | $5,352+142.9% |
| Admin fee / account holder | $28,280 | $9,516+197.2% | $8,175+245.9% | $9,541+196.4% |