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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 | $1,162,788 | $155,555+647.5% | $146,866+691.7% | $155,188+649.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.93% | 115.41%-105.5pp | 102.85%-92.9pp | 148.84%-138.9pp |
| Employer contribution / active EE | $580 | $4,647-87.5% | $4,425-86.9% | $4,248-86.3% |
| Participant deferral / active EE | $2,763 | $8,044-65.7% | $7,759-64.4% | $6,531-57.7% |
| Admin fee / account holder | $53,477 | $14,755+262.4% | $13,620+292.6% | $14,480+269.3% |