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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 | $281,024 | $223,823+25.6% | $211,142+33.1% | $154,746+81.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | -10.47% | 50.39%-60.9pp | 46.84%-57.3pp | 172.34%-182.8pp |
| Employer contribution / active EE | $1,379 | $6,787-79.7% | $6,442-78.6% | $4,379-68.5% |
| Participant deferral / active EE | $7,203 | $9,750-26.1% | $9,284-22.4% | $6,730+7.0% |
| Admin fee / account holder | $13,558 | $19,707-31.2% | $19,076-28.9% | $14,365-5.6% |