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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 | $298,116 | $108,825+173.9% | $156,181+90.9% | $82,448+261.6% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 12.26% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $15,057 | $2,870+424.7% | $4,294+250.7% | $2,551+490.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $70,150 | $9,341+651.0% | $14,586+380.9% | $7,234+869.7% |