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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 | $504,989 | $148,623+239.8% | $135,974+271.4% | $139,466+262.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 2.00% | 79.30%-77.3pp | 68.30%-66.3pp | 373.66%-371.7pp |
| Employer contribution / active EE | $18,488 | $5,246+252.4% | $4,859+280.5% | $4,754+288.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,140 | $12,406-74.7% | $10,767-70.8% | $11,409-72.5% |