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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 | $415,758 | $160,028+159.8% | $147,080+182.7% | $145,884+185.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.13% | 98.60%-90.5pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $24,558 | $5,286+364.6% | $4,933+397.8% | $4,662+426.7% |
| Participant deferral / active EE | $260 | $8,422-96.9% | $8,066-96.8% | $6,690-96.1% |
| Admin fee / account holder | $3,778 | $15,030-74.9% | $12,989-70.9% | $13,392-71.8% |