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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 | $672,306 | $199,109+237.7% | $173,730+287.0% | $154,746+334.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.09% | 20.02%-11.9pp | 19.96%-11.9pp | 172.34%-164.2pp |
| Employer contribution / active EE | $32,133 | $5,311+505.0% | $4,577+602.0% | $4,379+633.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,834 | $20,916-72.1% | $17,523-66.7% | $14,365-59.4% |