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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 | $406,699 | $160,040+154.1% | $147,096+176.5% | $145,877+178.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.14% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $39 | $5,289-99.3% | $4,936-99.2% | $4,663-99.2% |
| Participant deferral / active EE | $20,147 | $8,429+139.0% | $8,071+149.6% | $6,691+201.1% |
| Admin fee / account holder | $2,850 | $15,050-81.1% | $13,005-78.1% | $13,402-78.7% |