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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 | $477,452 | $78,694+506.7% | $67,652+605.7% | $125,389+280.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.05% | 9.46%-14.5pp | 6625.40%-6630.4pp | 282.24%-287.3pp |
| Employer contribution / active EE | $31,248 | $3,044+926.6% | $2,266+1279.2% | $4,866+542.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $125,158 | $7,403+1590.7% | $4,821+2496.2% | $9,541+1211.8% |