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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 | $530,155 | $138,102+283.9% | $125,381+322.8% | $134,532+294.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.02% | 750.73%-772.7pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $868 | $5,245-83.5% | $4,815-82.0% | $4,741-81.7% |
| Participant deferral / active EE | $12,481 | $7,801+60.0% | $7,448+67.6% | $6,401+95.0% |
| Admin fee / account holder | $82,528 | $11,568+613.4% | $10,007+724.7% | $11,429+622.1% |