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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 | $271,456 | $117,846+130.3% | $102,434+165.0% | $145,884+86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.57% | 31.90%-31.3pp | 29.46%-28.9pp | 551.85%-551.3pp |
| Employer contribution / active EE | $20,093 | $3,615+455.9% | $3,023+564.6% | $4,662+331.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28,603 | $13,356+114.2% | $9,462+202.3% | $13,392+113.6% |