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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 | $273,751 | $160,040+71.1% | $147,096+86.1% | $145,877+87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.58% | 98.49%-91.9pp | 419.75%-413.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $23,965 | $5,289+353.1% | $4,936+385.5% | $4,663+413.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,775 | $15,050-88.2% | $13,005-86.4% | $13,402-86.8% |