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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 | $452,573 | $196,972+129.8% | $182,262+148.3% | $198,609+127.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.51% | 158.27%-153.8pp | 140.60%-136.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $1,343 | $5,364-75.0% | $5,046-73.4% | $5,055-73.4% |
| Participant deferral / active EE | $31,000 | $8,643+258.7% | $8,276+274.6% | $6,977+344.3% |
| Admin fee / account holder | $16,404 | $18,429-11.0% | $16,712-1.8% | $19,030-13.8% |