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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 | $336,942 | $150,447+124.0% | $136,298+147.2% | $147,586+128.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.73% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,500 | $6,631+148.8% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $11,930 | $10,906+9.4% | $9,244+29.1% | $10,886+9.6% |