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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 | $953,348 | $109,905+767.4% | $98,506+867.8% | $167,553+469.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.02% | 1960.20%-1952.2pp | 1494.92%-1486.9pp | 478.89%-470.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,481 | $4,674+38.6% | $4,277+51.5% | $6,343+2.2% |
| Admin fee / account holder | $37,500 | $6,760+454.7% | $5,955+529.8% | $12,316+204.5% |