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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 | $154,228+653.9% | $145,433+699.5% | $137,256+747.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.93% | 74.59%-64.7pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $580 | $4,804-87.9% | $4,554-87.3% | $4,156-86.0% |
| Participant deferral / active EE | $2,763 | $8,216-66.4% | $7,897-65.0% | $6,407-56.9% |
| Admin fee / account holder | $53,477 | $14,344+272.8% | $13,129+307.3% | $12,270+335.8% |