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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 | $270,278 | $156,398+72.8% | $147,318+83.5% | $138,895+94.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.78% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | -$265 | $4,853-105.5% | $4,593-105.8% | $4,194-106.3% |
| Participant deferral / active EE | $10,011 | $8,237+21.5% | $7,906+26.6% | $6,396+56.5% |
| Admin fee / account holder | $9,807 | $14,976-34.5% | $13,708-28.5% | $12,562-21.9% |