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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 | $804,169 | $154,228+421.4% | $145,433+452.9% | $137,256+485.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.73% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $51,705 | $4,804+976.3% | $4,554+1035.3% | $4,156+1144.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $80,083 | $14,344+458.3% | $13,129+510.0% | $12,270+552.7% |