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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 | $262,480 | $72,071+264.2% | $68,368+283.9% | $137,256+91.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 11.74% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,598 | $2,788+64.9% | $2,649+73.6% | $4,156+10.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,160 | $5,336-59.5% | $5,150-58.1% | $12,270-82.4% |