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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 | $324,295 | $167,352+93.8% | $143,788+125.5% | $134,509+141.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.42% | 0.47%-21.9pp | -0.03%-21.4pp | 418.13%-439.6pp |
| Employer contribution / active EE | $527 | $5,620-90.6% | $4,952-89.4% | $4,741-88.9% |
| Participant deferral / active EE | $7,232 | $6,447+12.2% | $5,638+28.3% | $6,400+13.0% |
| Admin fee / account holder | $2,335 | $18,091-87.1% | $14,675-84.1% | $11,427-79.6% |