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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 | $340,249 | $154,228+120.6% | $145,433+134.0% | $137,256+147.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.34% | 74.59%-63.3pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $259 | $4,804-94.6% | $4,554-94.3% | $4,156-93.8% |
| Participant deferral / active EE | $3,062 | $8,216-62.7% | $7,897-61.2% | $6,407-52.2% |
| Admin fee / account holder | $37,855 | $14,344+163.9% | $13,129+188.3% | $12,270+208.5% |