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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 | $1,151,610 | $180,749+537.1% | $160,784+616.2% | $137,256+739.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.63% | 2234.46%-2224.8pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $64,455 | $4,155+1451.2% | $3,733+1626.7% | $4,156+1450.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,630 | $10,397+185.0% | $9,717+204.9% | $12,270+141.5% |