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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 | $254,562 | $201,259+26.5% | $184,200+38.2% | $145,959+74.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.66% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,258 | $7,018-67.8% | $6,424-64.9% | $4,661-51.6% |
| Participant deferral / active EE | $1,579 | $9,806-83.9% | $9,132-82.7% | $6,689-76.4% |
| Admin fee / account holder | $618 | $16,372-96.2% | $13,907-95.6% | $13,398-95.4% |