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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 | $166,131+53.1% | $164,975+54.2% | $145,877+74.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 7.59% | 100.37%-92.8pp | 70.12%-62.5pp | 551.28%-543.7pp |
| Employer contribution / active EE | $25,787 | $5,276+388.8% | $4,343+493.8% | $4,663+453.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,909 | $16,648-76.5% | $12,688-69.2% | $13,402-70.8% |