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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 | $481,954 | $175,231+175.0% | $149,696+222.0% | $139,466+245.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -6.62% | 166.77%-173.4pp | 134.46%-141.1pp | 373.66%-380.3pp |
| Employer contribution / active EE | $6,000 | $5,478+9.5% | $4,821+24.5% | $4,754+26.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,531 | $16,155-84.3% | $13,212-80.8% | $11,409-77.8% |