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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 | $717,908 | $113,338+533.4% | $94,993+655.7% | $147,586+386.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 1.15% | 20.80%-19.6pp | 27.14%-26.0pp | 578.59%-577.4pp |
| Employer contribution / active EE | $27,255 | $3,160+762.4% | $2,603+946.8% | $4,876+458.9% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $362 | $6,063-94.0% | $4,960-92.7% | $10,886-96.7% |