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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 | $555,673 | $104,937+429.5% | $84,628+556.6% | $152,897+263.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | -0.29% | 373.88%-374.2pp | 258.80%-259.1pp | 345.43%-345.7pp |
| Employer contribution / active EE | $27,133 | $3,303+721.5% | $2,653+922.7% | $4,764+469.6% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,903 | $6,243+138.7% | $4,914+203.3% | $11,599+28.5% |