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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 | $302,282 | $132,099+128.8% | $115,599+161.5% | $138,895+117.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 6.20% | 176.76%-170.6pp | 111.10%-104.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $420 | $3,416-87.7% | $2,955-85.8% | $4,194-90.0% |
| Participant deferral / active EE | $10,485 | $5,617+86.7% | $4,889+114.4% | $6,396+63.9% |
| Admin fee / account holder | $4,182 | $15,650-73.3% | $12,841-67.4% | $12,562-66.7% |