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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 | $632,454 | $97,729+547.1% | $83,830+654.5% | $135,379+367.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.17% | 1287.52%-1299.7pp | 850.97%-863.1pp | 519.79%-532.0pp |
| Employer contribution / active EE | $22,305 | $4,222+428.3% | $3,631+514.3% | $4,779+366.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,259 | $6,674+23.7% | $5,479+50.8% | $10,828-23.7% |