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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 | $284,021 | $154,228+84.2% | $145,433+95.3% | $137,256+106.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 5.59% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $655 | $4,804-86.4% | $4,554-85.6% | $4,156-84.2% |
| Participant deferral / active EE | $10,117 | $8,216+23.1% | $7,897+28.1% | $6,407+57.9% |
| Admin fee / account holder | $12,693 | $14,344-11.5% | $13,129-3.3% | $12,270+3.4% |