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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 | $678,780 | $183,592+269.7% | $155,567+336.3% | $145,959+365.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.89% | 61.24%-55.4pp | 64.74%-58.8pp | 561.95%-556.1pp |
| Employer contribution / active EE | $125 | $5,315-97.6% | $4,674-97.3% | $4,661-97.3% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,922 | $19,318-38.3% | $15,916-25.1% | $13,398-11.0% |