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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 | $485,716 | $166,242+192.2% | $165,071+194.2% | $145,884+232.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.56% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,464 | $5,283-72.3% | $4,347-66.3% | $4,662-68.6% |
| Participant deferral / active EE | $102 | $6,964-98.5% | $6,035-98.3% | $6,690-98.5% |
| Admin fee / account holder | $52,283 | $16,658+213.9% | $12,695+311.8% | $13,392+290.4% |