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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 | $484,161 | $95,895+404.9% | $79,576+508.4% | $134,509+259.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -35.43% | -2.72%-32.7pp | 0.15%-35.6pp | 418.13%-453.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,000 | $4,693+283.5% | $3,985+351.7% | $6,400+181.2% |
| Admin fee / account holder | $21,717 | $9,129+137.9% | $6,834+217.8% | $11,427+90.1% |