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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 | $251,949 | $156,398+61.1% | $147,318+71.0% | $138,895+81.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.78% | 78.75%-71.0pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $26,363 | $4,853+443.2% | $4,593+474.0% | $4,194+528.5% |
| Participant deferral / active EE | $469 | $8,237-94.3% | $7,906-94.1% | $6,396-92.7% |
| Admin fee / account holder | $1,800 | $14,976-88.0% | $13,708-86.9% | $12,562-85.7% |