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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 | $422,809 | $201,344+110.0% | $184,243+129.5% | $145,877+189.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.55% | 29.01%-23.5pp | 28.82%-23.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,421 | $7,022-79.8% | $6,427-77.9% | $4,663-69.5% |
| Participant deferral / active EE | $9,085 | $9,807-7.4% | $9,132-0.5% | $6,691+35.8% |
| Admin fee / account holder | $4,536 | $16,382-72.3% | $13,914-67.4% | $13,402-66.2% |