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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 | $622,255 | $162,136+283.8% | $152,301+308.6% | $154,746+302.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.39% | 91.02%-85.6pp | 80.50%-75.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $916 | $4,890-81.3% | $4,624-80.2% | $4,379-79.1% |
| Participant deferral / active EE | $737 | $8,341-91.2% | $8,004-90.8% | $6,730-89.1% |
| Admin fee / account holder | $25,777 | $15,759+63.6% | $14,398+79.0% | $14,365+79.4% |