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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 | $628,009 | $149,040+321.4% | $120,225+422.4% | $137,256+357.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 2.50% | 605.68%-603.2pp | 439.23%-436.7pp | 220.34%-217.8pp |
| Employer contribution / active EE | $2,844 | $4,350-34.6% | $3,475-18.2% | $4,156-31.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,035 | $6,348-20.7% | $5,696-11.6% | $12,270-59.0% |