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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 | $162,136+109.9% | $152,301+123.4% | $154,746+119.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.34% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $259 | $4,890-94.7% | $4,624-94.4% | $4,379-94.1% |
| Participant deferral / active EE | $3,062 | $8,341-63.3% | $8,004-61.7% | $6,730-54.5% |
| Admin fee / account holder | $37,855 | $15,759+140.2% | $14,398+162.9% | $14,365+163.5% |