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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 | $357,530 | $209,336+70.8% | $197,124+81.4% | $137,256+160.5% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 9.01% | 48.09%-39.1pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,833 | $6,591-72.2% | $6,227-70.6% | $4,156-55.9% |
| Participant deferral / active EE | $2,640 | $9,614-72.5% | $9,135-71.1% | $6,407-58.8% |
| Admin fee / account holder | $15,579 | $17,308-10.0% | $16,298-4.4% | $12,270+27.0% |