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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 | $522,542 | $175,231+198.2% | $149,696+249.1% | $139,466+274.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.60% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $11,250 | $5,478+105.4% | $4,821+133.4% | $4,754+136.6% |
| Participant deferral / active EE | $1,250 | $6,521-80.8% | $5,682-78.0% | $6,712-81.4% |
| Admin fee / account holder | $4,259 | $16,155-73.6% | $13,212-67.8% | $11,409-62.7% |