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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 | $437,694 | $209,336+109.1% | $197,124+122.0% | $137,256+218.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.28% | 48.09%-37.8pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $8,310 | $6,591+26.1% | $6,227+33.4% | $4,156+100.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,002 | $17,308-19.1% | $16,298-14.1% | $12,270+14.1% |