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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 | $331,676 | $185,312+79.0% | $161,489+105.4% | $154,746+114.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 1.48% | 103.84%-102.4pp | 89.72%-88.2pp | 172.34%-170.9pp |
| Employer contribution / active EE | $5,333 | $4,769+11.8% | $4,268+25.0% | $4,379+21.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,279 | $18,654-34.2% | $16,006-23.3% | $14,365-14.5% |