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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 | $506,603 | $160,028+216.6% | $147,080+244.4% | $145,884+247.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $29,500 | $5,286+458.1% | $4,933+498.0% | $4,662+532.7% |
| Participant deferral / active EE | $1,400 | $8,422-83.4% | $8,066-82.6% | $6,690-79.1% |
| Admin fee / account holder | $28,033 | $15,030+86.5% | $12,989+115.8% | $13,392+109.3% |