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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 | $378,432 | $185,883+103.6% | $170,043+122.6% | $139,466+171.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 6.78% | 60.54%-53.8pp | 53.40%-46.6pp | 373.66%-366.9pp |
| Employer contribution / active EE | $13,054 | $7,596+71.8% | $6,790+92.3% | $4,754+174.6% |
| Participant deferral / active EE | $1,250 | $11,626-89.2% | $10,410-88.0% | $6,712-81.4% |
| Admin fee / account holder | $4,556 | $15,393-70.4% | $12,824-64.5% | $11,409-60.1% |