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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 | $2,432,196 | $117,426+1971.3% | $99,470+2345.2% | $152,885+1490.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 1.62% | 31.87%-30.2pp | 30.72%-29.1pp | 345.39%-343.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $21,000 | $4,086+413.9% | $3,619+480.3% | $5,851+258.9% |
| Admin fee / account holder | $124,909 | $7,634+1536.2% | $6,252+1897.8% | $11,598+977.0% |