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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 | $259,911 | $209,422+24.1% | $178,503+45.6% | $158,982+63.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 5.32% | 188.81%-183.5pp | 151.12%-145.8pp | 302.99%-297.7pp |
| Employer contribution / active EE | $6,391 | $5,707+12.0% | $5,011+27.5% | $4,763+34.2% |
| Participant deferral / active EE | $898 | $5,955-84.9% | $5,202-82.7% | $5,983-85.0% |
| Admin fee / account holder | $5,659 | $17,079-66.9% | $13,987-59.5% | $11,252-49.7% |