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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 | $332,317 | $165,399+100.9% | $149,745+121.9% | $158,982+109.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.34% | 348.34%-343.0pp | 276.72%-271.4pp | 302.99%-297.6pp |
| Employer contribution / active EE | $138 | $5,105-97.3% | $4,646-97.0% | $4,763-97.1% |
| Participant deferral / active EE | $5,018 | $7,183-30.1% | $6,843-26.7% | $5,983-16.1% |
| Admin fee / account holder | $3,094 | $10,811-71.4% | $9,312-66.8% | $11,252-72.5% |