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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 | $268,234 | $148,623+80.5% | $135,974+97.3% | $139,466+92.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.44% | 79.30%-70.9pp | 68.30%-59.9pp | 373.66%-365.2pp |
| Employer contribution / active EE | $5,947 | $5,246+13.4% | $4,859+22.4% | $4,754+25.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,494 | $12,406+0.7% | $10,767+16.0% | $11,409+9.5% |