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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 | $287,998 | $154,228+86.7% | $145,433+98.0% | $137,256+109.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.28% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,752 | $4,804-63.5% | $4,554-61.5% | $4,156-57.9% |
| Participant deferral / active EE | $2,391 | $8,216-70.9% | $7,897-69.7% | $6,407-62.7% |
| Admin fee / account holder | $8,614 | $14,344-39.9% | $13,129-34.4% | $12,270-29.8% |