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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 | $462,532 | $176,071+162.7% | $159,450+190.1% | $167,497+176.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.22% | 331.79%-322.6pp | 263.60%-254.4pp | 478.62%-469.4pp |
| Employer contribution / active EE | $820 | $5,298-84.5% | $4,830-83.0% | $4,838-83.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $17,093 | $12,555+36.1% | $10,800+58.3% | $12,310+38.9% |