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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 | $568,652 | $148,582+282.7% | $135,942+318.3% | $139,456+307.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.56% | 79.26%-71.7pp | 68.28%-60.7pp | 373.45%-365.9pp |
| Employer contribution / active EE | $27,750 | $5,245+429.1% | $4,858+471.3% | $4,753+483.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,150 | $12,402-90.7% | $10,764-89.3% | $11,407-89.9% |