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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 | $448,591 | $183,592+144.3% | $155,574+188.3% | $145,877+207.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.41% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $812 | $5,317-84.7% | $4,676-82.6% | $4,663-82.6% |
| Participant deferral / active EE | $10,143 | $6,466+56.9% | $5,629+80.2% | $6,691+51.6% |
| Admin fee / account holder | $2,792 | $19,316-85.5% | $15,914-82.5% | $13,402-79.2% |