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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 | $937,730 | $176,105+432.5% | $159,474+488.0% | $167,536+459.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.35% | 331.91%-329.6pp | 263.68%-261.3pp | 478.82%-476.5pp |
| Employer contribution / active EE | $53,500 | $5,299+909.6% | $4,831+1007.5% | $4,839+1005.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $130,284 | $12,559+937.4% | $10,802+1106.1% | $12,315+958.0% |