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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 | $890,941 | $124,425+616.0% | $112,040+695.2% | $137,256+549.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.97% | 24.72%-14.8pp | 24.52%-14.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $51,937 | $3,411+1422.5% | $2,954+1658.2% | $4,156+1149.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,000 | $15,207-1.4% | $12,098+24.0% | $12,270+22.2% |