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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 | $369,298 | $159,978+130.8% | $147,041+151.2% | $145,978+153.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.87% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $777 | $5,288-85.3% | $4,935-84.3% | $4,662-83.3% |
| Participant deferral / active EE | $7,342 | $8,429-12.9% | $8,071-9.0% | $6,690+9.8% |
| Admin fee / account holder | $8,225 | $15,053-45.4% | $13,006-36.8% | $13,400-38.6% |