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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 | $260,225 | $97,125+167.9% | $86,233+201.8% | $137,256+89.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.19% | 74.19%-65.0pp | 61.39%-52.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,701 | $5,180+87.3% | $4,559+112.8% | $6,407+51.4% |
| Admin fee / account holder | $6,528 | $9,725-32.9% | $8,342-21.7% | $12,270-46.8% |