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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 | $379,010 | $178,174+112.7% | $156,181+142.7% | $137,256+176.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.33% | 84.19%-74.9pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $949 | $4,972-80.9% | $4,294-77.9% | $4,156-77.2% |
| Participant deferral / active EE | $18,905 | $6,888+174.5% | $6,132+208.3% | $6,407+195.1% |
| Admin fee / account holder | $988 | $17,404-94.3% | $14,586-93.2% | $12,270-91.9% |