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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 | $386,967 | $209,336+84.9% | $197,124+96.3% | $137,256+181.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.28% | 48.09%-41.8pp | 44.34%-38.1pp | 220.34%-214.1pp |
| Employer contribution / active EE | $3,630 | $6,591-44.9% | $6,227-41.7% | $4,156-12.7% |
| Participant deferral / active EE | $1,000 | $9,614-89.6% | $9,135-89.1% | $6,407-84.4% |
| Admin fee / account holder | $825 | $17,308-95.2% | $16,298-94.9% | $12,270-93.3% |