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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 | $156,398+643.5% | $147,318+689.3% | $138,895+737.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.93% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $580 | $4,853-88.0% | $4,593-87.4% | $4,194-86.2% |
| Participant deferral / active EE | $2,763 | $8,237-66.5% | $7,906-65.1% | $6,396-56.8% |
| Admin fee / account holder | $53,477 | $14,976+257.1% | $13,708+290.1% | $12,562+325.7% |