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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 | $818,542 | $180,749+352.9% | $160,784+409.1% | $137,256+496.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.63% | 2234.46%-2230.8pp | 1803.92%-1800.3pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,697 | $4,155-59.2% | $3,733-54.5% | $4,156-59.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,668 | $10,397-45.5% | $9,717-41.7% | $12,270-53.8% |