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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 | $183,592+70.1% | $155,574+100.7% | $145,877+114.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.83% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $8,435 | $5,317+58.6% | $4,676+80.4% | $4,663+80.9% |
| Participant deferral / active EE | $1,766 | $6,466-72.7% | $5,629-68.6% | $6,691-73.6% |
| Admin fee / account holder | $24,683 | $19,316+27.8% | $15,914+55.1% | $13,402+84.2% |