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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 | $391,250 | $154,228+153.7% | $145,433+169.0% | $137,256+185.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.06% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $7,758 | $4,804+61.5% | $4,554+70.3% | $4,156+86.7% |
| Participant deferral / active EE | $722 | $8,216-91.2% | $7,897-90.9% | $6,407-88.7% |
| Admin fee / account holder | $18,686 | $14,344+30.3% | $13,129+42.3% | $12,270+52.3% |