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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 | $291,418 | $178,174+63.6% | $156,181+86.6% | $137,256+112.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 8.87% | 84.19%-75.3pp | 64.87%-56.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,475 | $6,888+95.6% | $6,132+119.7% | $6,407+110.3% |
| Admin fee / account holder | $35,271 | $17,404+102.7% | $14,586+141.8% | $12,270+187.5% |