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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 | $148,623+73.0% | $135,974+89.1% | $139,466+84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.02% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.6pp |
| Employer contribution / active EE | $21,051 | $5,246+301.2% | $4,859+333.2% | $4,754+342.8% |
| Participant deferral / active EE | $780 | $8,103-90.4% | $7,760-89.9% | $6,712-88.4% |
| Admin fee / account holder | $37,840 | $12,406+205.0% | $10,767+251.5% | $11,409+231.7% |