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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 | $283,610 | $63,365+347.6% | $91,994+208.3% | $72,975+288.6% |
| Participation rate | 96.2% | 72.5%+23.6pp | 78.6%+17.5pp | 69.5%+26.7pp |
| Annual return | 18.59% | 35.35%-16.8pp | 69.04%-50.4pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,555 | $4,883+116.1% | $5,924+78.2% | $3,608+192.6% |
| Admin fee / account holder | $10,456 | $4,670+123.9% | $7,744+35.0% | $5,124+104.1% |