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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 | $320,356 | $100,970+217.3% | $96,576+231.7% | $137,256+133.4% |
| Participation rate | 95.7% | 82.6%+13.0pp | 81.4%+14.2pp | 80.0%+15.7pp |
| Annual return | 12.22% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,755 | $8,286+78.1% | $7,956+85.4% | $6,407+130.3% |
| Admin fee / account holder | $6,282 | $11,312-44.5% | $11,381-44.8% | $12,270-48.8% |