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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 | $223,823+59.7% | $211,142+69.3% | $154,746+131.0% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 9.01% | 50.39%-41.4pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,833 | $6,787-73.0% | $6,442-71.6% | $4,379-58.1% |
| Participant deferral / active EE | $2,640 | $9,750-72.9% | $9,284-71.6% | $6,730-60.8% |
| Admin fee / account holder | $15,579 | $19,707-20.9% | $19,076-18.3% | $14,365+8.5% |