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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 | $338,009 | $172,111+96.4% | $150,298+124.9% | $137,256+146.3% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 6.89% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,207 | $6,166+0.7% | $5,453+13.8% | $6,407-3.1% |
| Admin fee / account holder | $3,340 | $16,471-79.7% | $14,116-76.3% | $12,270-72.8% |