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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 | $379,591 | $162,136+134.1% | $152,301+149.2% | $154,746+145.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 9.92% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,397 | $8,341-47.3% | $8,004-45.1% | $6,730-34.7% |
| Admin fee / account holder | $6,005 | $15,759-61.9% | $14,398-58.3% | $14,365-58.2% |