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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 | $326,852 | $142,392+129.5% | $119,622+173.2% | $134,532+143.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.93% | -12.46%-9.5pp | -14.98%-6.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $13,712 | $5,224+162.5% | $4,232+224.0% | $4,741+189.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,777 | $13,593-79.6% | $10,328-73.1% | $11,429-75.7% |