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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 | $371,075 | $140,592+163.9% | $123,106+201.4% | $125,388+195.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -3.78% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $7,000 | $6,041+15.9% | $5,151+35.9% | $4,866+43.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $19,778 | $11,198+76.6% | $9,015+119.4% | $9,541+107.3% |