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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 | $354,169 | $202,460+74.9% | $169,385+109.1% | $139,456+154.0% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 8.21% | 532.07%-523.9pp | 405.82%-397.6pp | 373.45%-365.2pp |
| Employer contribution / active EE | $16,809 | $4,691+258.3% | $4,012+319.0% | $4,753+253.7% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $47,584 | $10,719+343.9% | $9,011+428.1% | $11,407+317.1% |