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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 | $250,274 | $159,934+56.5% | $147,005+70.2% | $145,959+71.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 6.11% | 98.24%-92.1pp | 418.76%-412.7pp | 561.95%-555.8pp |
| Employer contribution / active EE | $28,288 | $5,287+435.0% | $4,934+473.3% | $4,661+506.9% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $364 | $15,053-97.6% | $13,006-97.2% | $13,398-97.3% |