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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 | $475,577 | $150,446+216.1% | $136,297+248.9% | $147,585+222.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.51% | 1049.14%-1039.6pp | 5156.19%-5146.7pp | 578.58%-569.1pp |
| Employer contribution / active EE | $14,214 | $5,256+170.4% | $4,696+202.7% | $4,876+191.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,250 | $10,906-15.2% | $9,244+0.1% | $10,886-15.0% |