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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 | $1,584,544 | $156,398+913.2% | $147,318+975.6% | $138,895+1040.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.03% | 78.75%-73.7pp | 70.43%-65.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $300 | $4,853-93.8% | $4,593-93.5% | $4,194-92.8% |
| Participant deferral / active EE | $6,926 | $8,237-15.9% | $7,906-12.4% | $6,396+8.3% |
| Admin fee / account holder | $6,765 | $14,976-54.8% | $13,708-50.6% | $12,562-46.1% |