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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 | $347,433 | $228,395+52.1% | $185,861+86.9% | $158,982+118.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.40% | 40.82%-40.4pp | 35.96%-35.6pp | 302.99%-302.6pp |
| Employer contribution / active EE | $519 | $4,968-89.5% | $4,088-87.3% | $4,763-89.1% |
| Participant deferral / active EE | $6,797 | $6,417+5.9% | $5,634+20.6% | $5,983+13.6% |
| Admin fee / account holder | $9,329 | $11,869-21.4% | $9,503-1.8% | $11,252-17.1% |