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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 | $687,303 | $156,927+338.0% | $121,169+467.2% | $139,456+392.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.24% | 1475.85%-1467.6pp | 986.71%-978.5pp | 373.45%-365.2pp |
| Employer contribution / active EE | $54,000 | $5,542+874.4% | $4,168+1195.6% | $4,753+1036.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,494 | $6,946-20.9% | $5,645-2.7% | $11,407-51.8% |