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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 | $250,241 | $157,304+59.1% | $141,197+77.2% | $152,909+63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.59% | 64.34%-50.8pp | 71.41%-57.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $13,851 | $5,263+163.2% | $4,736+192.4% | $4,764+190.8% |
| Participant deferral / active EE | $1,604 | $7,111-77.4% | $6,710-76.1% | $5,851-72.6% |
| Admin fee / account holder | $726 | $12,126-94.0% | $10,265-92.9% | $11,601-93.7% |