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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 | $290,519 | $112,915+157.3% | $90,965+219.4% | $158,950+82.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 3.01% | 215.75%-212.7pp | 134.57%-131.6pp | 302.91%-299.9pp |
| Employer contribution / active EE | $1,335 | $2,894-53.9% | $2,122-37.1% | $4,762-72.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,055 | $8,044-12.3% | $5,960+18.4% | $11,248-37.3% |