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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 | $352,139 | $111,814+214.9% | $103,378+240.6% | $145,978+141.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.76% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $19,596 | $4,215+364.9% | $3,870+406.3% | $4,662+320.3% |
| Participant deferral / active EE | $989 | $5,618-82.4% | $5,058-80.5% | $6,690-85.2% |
| Admin fee / account holder | $1,627 | $9,764-83.3% | $8,401-80.6% | $13,400-87.9% |