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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 | $670,317 | $111,535+501.0% | $105,223+537.0% | $137,256+388.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 10.63% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $8,530 | $3,939+116.5% | $3,689+131.2% | $4,156+105.2% |
| Participant deferral / active EE | $1,280 | $5,500-76.7% | $5,072-74.8% | $6,407-80.0% |
| Admin fee / account holder | $12,964 | $9,721+33.4% | $8,859+46.3% | $12,270+5.7% |