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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 | $330,191 | $174,379+89.4% | $152,093+117.1% | $138,895+137.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.97% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $6,071 | $4,652+30.5% | $4,175+45.4% | $4,194+44.7% |
| Participant deferral / active EE | $1,444 | $6,159-76.6% | $5,451-73.5% | $6,396-77.4% |
| Admin fee / account holder | $5,917 | $16,880-64.9% | $14,497-59.2% | $12,562-52.9% |