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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 | $1,038,808 | $176,786+487.6% | $146,643+608.4% | $167,536+520.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.50% | 24.04%-16.5pp | 22.75%-15.3pp | 478.82%-471.3pp |
| Employer contribution / active EE | $38,597 | $5,161+647.8% | $4,137+833.0% | $4,839+697.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $14,553 | $13,262+9.7% | $10,280+41.6% | $12,315+18.2% |