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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 | $772,606 | $169,161+356.7% | $129,295+497.6% | $145,959+429.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.21% | 14348.07%-14341.9pp | 9429.28%-9423.1pp | 561.95%-555.7pp |
| Employer contribution / active EE | $56,821 | $5,543+925.1% | $4,157+1266.9% | $4,661+1119.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,378 | $9,878-35.4% | $7,665-16.8% | $13,398-52.4% |