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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 | $355,067 | $142,354+149.4% | $125,529+182.9% | $155,188+128.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 3.82% | 306.06%-302.2pp | 202.56%-198.7pp | 148.84%-145.0pp |
| Employer contribution / active EE | $4,000 | $3,501+14.2% | $3,058+30.8% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,383 | $19,392-36.1% | $16,298-24.0% | $14,480-14.5% |