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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 | $285,660 | $181,062+57.8% | $158,223+80.5% | $155,188+84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.33% | 57.39%-52.1pp | 52.09%-46.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $6,553 | $4,565+43.6% | $4,109+59.5% | $4,248+54.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,276 | $18,825-18.9% | $16,047-4.8% | $14,480+5.5% |