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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 | $367,615 | $197,603+86.0% | $177,827+106.7% | $158,950+131.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 6.68% | 58.76%-52.1pp | 48.32%-41.6pp | 302.91%-296.2pp |
| Employer contribution / active EE | $862 | $6,698-87.1% | $5,918-85.4% | $4,762-81.9% |
| Participant deferral / active EE | $12,679 | $8,404+50.9% | $7,713+64.4% | $5,983+111.9% |
| Admin fee / account holder | $33,333 | $15,402+116.4% | $12,429+168.2% | $11,248+196.3% |