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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 | $806,644 | $160,059+404.0% | $140,019+476.1% | $135,380+495.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.18% | 911.48%-927.7pp | 651.17%-667.3pp | 519.81%-536.0pp |
| Employer contribution / active EE | $1,115 | $6,420-82.6% | $5,605-80.1% | $4,779-76.7% |
| Participant deferral / active EE | $9,513 | $7,641+24.5% | $6,927+37.3% | $5,609+69.6% |
| Admin fee / account holder | $2,055 | $13,328-84.6% | $10,705-80.8% | $10,828-81.0% |