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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 | $351,088 | $154,228+127.6% | $145,433+141.4% | $137,256+155.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $12,849 | $4,804+167.5% | $4,554+182.1% | $4,156+209.2% |
| Participant deferral / active EE | $1,629 | $8,216-80.2% | $7,897-79.4% | $6,407-74.6% |
| Admin fee / account holder | $2,054 | $14,344-85.7% | $13,129-84.4% | $12,270-83.3% |