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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 | $253,942 | $94,436+168.9% | $115,599+119.7% | $82,637+207.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 10.91% | 18.37%-7.5pp | 111.10%-100.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,882 | $3,955+124.6% | $4,889+81.7% | $4,126+115.3% |
| Admin fee / account holder | $13,641 | $10,328+32.1% | $12,841+6.2% | $7,339+85.9% |