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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 | $847,293 | $176,105+381.1% | $159,474+431.3% | $167,536+405.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.29% | 331.91%-323.6pp | 263.68%-255.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,263 | $5,299-76.2% | $4,831-73.9% | $4,839-73.9% |
| Participant deferral / active EE | $1,800 | $7,751-76.8% | $7,353-75.5% | $6,342-71.6% |
| Admin fee / account holder | $23,714 | $12,559+88.8% | $10,802+119.5% | $12,315+92.6% |