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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 | $258,926 | $129,737+99.6% | $119,126+117.4% | $154,746+67.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.13% | 379.08%-375.0pp | 282.11%-278.0pp | 172.34%-168.2pp |
| Employer contribution / active EE | $887 | $4,375-79.7% | $4,034-78.0% | $4,379-79.8% |
| Participant deferral / active EE | $1,907 | $5,842-67.4% | $5,318-64.1% | $6,730-71.7% |
| Admin fee / account holder | $2,596 | $11,961-78.3% | $10,693-75.7% | $14,365-81.9% |