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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 | $744,901 | $136,860+444.3% | $120,344+519.0% | $154,746+381.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.84% | 21.38%-13.5pp | 20.30%-12.5pp | 172.34%-164.5pp |
| Employer contribution / active EE | $11,771 | $3,533+233.2% | $3,020+289.7% | $4,379+168.8% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $54,181 | $15,393+252.0% | $12,742+325.2% | $14,365+277.2% |