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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 | $1,136,108 | $181,062+527.5% | $158,223+618.0% | $155,188+632.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.22% | 57.39%-49.2pp | 52.09%-43.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $29,109 | $4,565+537.7% | $4,109+608.5% | $4,248+585.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,000 | $18,825+32.8% | $16,047+55.8% | $14,480+72.7% |