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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 | $160,028+200.5% | $147,080+226.9% | $145,884+229.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.20% | 98.60%-91.4pp | 420.17%-413.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $522 | $5,286-90.1% | $4,933-89.4% | $4,662-88.8% |
| Participant deferral / active EE | $10,987 | $8,422+30.5% | $8,066+36.2% | $6,690+64.2% |
| Admin fee / account holder | $17,625 | $15,030+17.3% | $12,989+35.7% | $13,392+31.6% |