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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 | $287,616 | $124,425+131.2% | $112,040+156.7% | $137,256+109.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 9.78% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,916 | $5,718-14.0% | $5,098-3.6% | $6,407-23.3% |
| Admin fee / account holder | $2,565 | $15,207-83.1% | $12,098-78.8% | $12,270-79.1% |