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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 | $254,424 | $166,268+53.0% | $165,100+54.1% | $145,897+74.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.59% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $25,787 | $5,284+388.0% | $4,348+493.1% | $4,663+453.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,909 | $16,659-76.5% | $12,696-69.2% | $13,390-70.8% |