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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 | $628,052 | $167,533+274.9% | $151,645+314.2% | $134,545+366.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.33% | 7.81%-36.1pp | 3.34%-31.7pp | 418.37%-446.7pp |
| Employer contribution / active EE | $24,375 | $6,828+257.0% | $6,165+295.4% | $4,742+414.1% |
| Participant deferral / active EE | $1,200 | $8,985-86.6% | $8,363-85.7% | $6,401-81.3% |
| Admin fee / account holder | $47,500 | $13,781+244.7% | $11,614+309.0% | $11,431+315.5% |