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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 | $254,173 | $89,259+184.8% | $107,187+137.1% | $82,637+207.6% |
| Participation rate | 96.2% | 67.9%+28.3pp | 75.0%+21.2pp | 68.1%+28.1pp |
| Annual return | 6.70% | 21.02%-14.3pp | 204.55%-197.8pp | 53.51%-46.8pp |
| Employer contribution / active EE | $19,783 | $3,080+542.3% | $3,782+423.1% | $2,552+675.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,178 | $7,381-16.3% | $9,162-32.6% | $7,339-15.8% |