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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 | $695,528 | $201,370+245.4% | $184,256+277.5% | $145,897+376.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.73% | 29.05%-20.3pp | 28.85%-20.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,000 | $7,024-85.8% | $6,427-84.4% | $4,663-78.6% |
| Participant deferral / active EE | $22,750 | $9,808+132.0% | $9,133+149.1% | $6,689+240.1% |
| Admin fee / account holder | $10,146 | $16,364-38.0% | $13,899-27.0% | $13,390-24.2% |