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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 | $385,097 | $127,387+202.3% | $115,038+234.8% | $125,389+207.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.33% | 31.28%-45.6pp | 26.14%-40.5pp | 282.24%-296.6pp |
| Employer contribution / active EE | $9,096 | $5,166+76.1% | $4,608+97.4% | $4,866+86.9% |
| Participant deferral / active EE | $1,225 | $6,423-80.9% | $6,026-79.7% | $5,352-77.1% |
| Admin fee / account holder | $4,655 | $9,516-51.1% | $8,175-43.1% | $9,541-51.2% |