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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 | $212,386+82.2% | $199,883+93.6% | $138,895+178.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.28% | 47.75%-41.5pp | 43.81%-37.5pp | 145.39%-139.1pp |
| Employer contribution / active EE | $3,630 | $6,625-45.2% | $6,261-42.0% | $4,194-13.5% |
| Participant deferral / active EE | $1,000 | $9,617-89.6% | $9,138-89.1% | $6,396-84.4% |
| Admin fee / account holder | $825 | $18,233-95.5% | $17,268-95.2% | $12,562-93.4% |