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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 | $477,651 | $201,370+137.2% | $184,256+159.2% | $145,897+227.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -3.84% | 29.05%-32.9pp | 28.85%-32.7pp | 552.29%-556.1pp |
| Employer contribution / active EE | $1,009 | $7,024-85.6% | $6,427-84.3% | $4,663-78.4% |
| Participant deferral / active EE | $16,871 | $9,808+72.0% | $9,133+84.7% | $6,689+152.2% |
| Admin fee / account holder | $820 | $16,364-95.0% | $13,899-94.1% | $13,390-93.9% |