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Participant 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 | $1,418,245 | $110,240+1186.5% | $96,544+1369.0% | $139,487+916.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.62% | 26.41%-18.8pp | 25.88%-18.3pp | 373.84%-366.2pp |
| Employer contribution / active EE | $40,000 | $3,622+1004.3% | $2,966+1248.4% | $4,755+741.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $17,853 | $11,602+53.9% | $8,254+116.3% | $11,407+56.5% |