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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 | $257,137 | $148,582+73.1% | $135,942+89.2% | $139,456+84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.02% | 79.26%-67.2pp | 68.28%-56.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $21,051 | $5,245+301.4% | $4,858+333.4% | $4,753+342.9% |
| Participant deferral / active EE | $780 | $8,101-90.4% | $7,759-89.9% | $6,711-88.4% |
| Admin fee / account holder | $37,840 | $12,402+205.1% | $10,764+251.5% | $11,407+231.7% |