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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 | $268,800 | $93,617+187.1% | $135,982+97.7% | $75,177+257.6% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 9.17% | 30.89%-21.7pp | 68.32%-59.2pp | 160.75%-151.6pp |
| Employer contribution / active EE | $281 | $3,538-92.1% | $4,859-94.2% | $2,671-89.5% |
| Participant deferral / active EE | $7,667 | $6,406+19.7% | $7,760-1.2% | $4,126+85.8% |
| Admin fee / account holder | $6,526 | $6,980-6.5% | $10,767-39.4% | $5,651+15.5% |