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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 | $312,304 | $183,539+70.2% | $155,556+100.8% | $145,897+114.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.83% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $8,435 | $5,315+58.7% | $4,675+80.4% | $4,663+80.9% |
| Participant deferral / active EE | $1,766 | $6,467-72.7% | $5,631-68.6% | $6,689-73.6% |
| Admin fee / account holder | $24,683 | $19,275+28.1% | $15,885+55.4% | $13,390+84.3% |