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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 | $751,207 | $100,970+644.0% | $96,576+677.8% | $137,256+447.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.06% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $70,000 | $3,809+1737.7% | $3,553+1870.1% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,424 | $11,312-52.0% | $11,381-52.3% | $12,270-55.8% |