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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 | $313,787 | $201,370+55.8% | $184,256+70.3% | $145,897+115.1% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+0.9pp |
| Annual return | 8.33% | 29.05%-20.7pp | 28.85%-20.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,531 | $7,024-78.2% | $6,427-76.2% | $4,663-67.2% |
| Participant deferral / active EE | $2,053 | $9,808-79.1% | $9,133-77.5% | $6,689-69.3% |
| Admin fee / account holder | $12,709 | $16,364-22.3% | $13,899-8.6% | $13,390-5.1% |