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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 | $1,835,356 | $175,231+947.4% | $149,696+1126.1% | $139,466+1216.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.03% | 166.77%-158.7pp | 134.46%-126.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $34,574 | $5,478+531.1% | $4,821+617.2% | $4,754+627.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,643 | $16,155-89.8% | $13,212-87.6% | $11,409-85.6% |