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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 | $1,094,805 | $183,539+496.5% | $155,556+603.8% | $145,897+650.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.10% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $30,375 | $5,315+471.5% | $4,675+549.7% | $4,663+551.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50,114 | $19,275+160.0% | $15,885+215.5% | $13,390+274.3% |