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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 | $183,539+144.4% | $155,556+188.4% | $145,897+207.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.41% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $812 | $5,315-84.7% | $4,675-82.6% | $4,663-82.6% |
| Participant deferral / active EE | $10,143 | $6,467+56.8% | $5,631+80.1% | $6,689+51.6% |
| Admin fee / account holder | $2,792 | $19,275-85.5% | $15,885-82.4% | $13,390-79.1% |