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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 | $530,188 | $209,425+153.2% | $178,499+197.0% | $158,966+233.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.23% | 188.80%-193.0pp | 151.10%-155.3pp | 302.95%-307.2pp |
| Employer contribution / active EE | $13,773 | $5,707+141.3% | $5,011+174.8% | $4,762+189.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,089 | $17,078+0.1% | $13,986+22.2% | $11,250+51.9% |