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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 | $286,289 | $166,242+72.2% | $165,071+73.4% | $145,884+96.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.92% | 100.44%-94.5pp | 70.17%-64.3pp | 551.85%-545.9pp |
| Employer contribution / active EE | $3,333 | $5,283-36.9% | $4,347-23.3% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,792 | $16,658-71.2% | $12,695-62.3% | $13,392-64.2% |