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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 | $480,815 | $160,040+200.4% | $147,096+226.9% | $145,877+229.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.20% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $522 | $5,289-90.1% | $4,936-89.4% | $4,663-88.8% |
| Participant deferral / active EE | $10,987 | $8,429+30.4% | $8,071+36.1% | $6,691+64.2% |
| Admin fee / account holder | $17,625 | $15,050+17.1% | $13,005+35.5% | $13,402+31.5% |