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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 | $172,111+91.8% | $150,298+119.7% | $137,256+140.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.97% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $6,071 | $4,636+30.9% | $4,154+46.1% | $4,156+46.1% |
| Participant deferral / active EE | $1,444 | $6,166-76.6% | $5,453-73.5% | $6,407-77.5% |
| Admin fee / account holder | $5,917 | $16,471-64.1% | $14,116-58.1% | $12,270-51.8% |