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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 | $279,483 | $183,592+52.2% | $155,567+79.7% | $145,959+91.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 6.53% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $5,691 | $5,315+7.1% | $4,674+21.8% | $4,661+22.1% |
| Participant deferral / active EE | $1,414 | $6,464-78.1% | $5,628-74.9% | $6,689-78.9% |
| Admin fee / account holder | $7,854 | $19,318-59.3% | $15,916-50.7% | $13,398-41.4% |