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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 | $308,940 | $157,276+96.4% | $141,177+118.8% | $152,885+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.30% | 64.33%-59.0pp | 71.40%-66.1pp | 345.39%-340.1pp |
| Employer contribution / active EE | $832 | $5,262-84.2% | $4,736-82.4% | $4,763-82.5% |
| Participant deferral / active EE | $5,520 | $7,110-22.4% | $6,710-17.7% | $5,851-5.7% |
| Admin fee / account holder | $45,237 | $12,123+273.2% | $10,263+340.8% | $11,598+290.0% |