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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 | $299,295 | $175,259+70.8% | $149,723+99.9% | $139,487+114.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.19% | 166.82%-162.6pp | 134.50%-130.3pp | 373.84%-369.7pp |
| Employer contribution / active EE | $976 | $5,478-82.2% | $4,821-79.8% | $4,755-79.5% |
| Participant deferral / active EE | $4,497 | $6,522-31.0% | $5,682-20.9% | $6,713-33.0% |
| Admin fee / account holder | $13,514 | $16,158-16.4% | $13,215+2.3% | $11,407+18.5% |