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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 | $388,179 | $209,336+85.4% | $197,124+96.9% | $137,256+182.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 10.38% | 48.09%-37.7pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,306 | $6,591-80.2% | $6,227-79.0% | $4,156-68.6% |
| Participant deferral / active EE | $6,985 | $9,614-27.3% | $9,135-23.5% | $6,407+9.0% |
| Admin fee / account holder | $24,279 | $17,308+40.3% | $16,298+49.0% | $12,270+97.9% |