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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 | $272,952 | $148,629+83.6% | $135,982+100.7% | $139,487+95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.40% | 79.33%-73.9pp | 68.32%-62.9pp | 373.84%-368.4pp |
| Employer contribution / active EE | $593 | $5,247-88.7% | $4,859-87.8% | $4,755-87.5% |
| Participant deferral / active EE | $8,172 | $8,102+0.9% | $7,760+5.3% | $6,713+21.7% |
| Admin fee / account holder | $705,079 | $12,406+5583.2% | $10,767+6448.3% | $11,407+6080.9% |