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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 | $902,606 | $212,386+325.0% | $199,883+351.6% | $138,895+549.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.43% | 47.75%-37.3pp | 43.81%-33.4pp | 145.39%-135.0pp |
| Employer contribution / active EE | $29,344 | $6,625+343.0% | $6,261+368.7% | $4,194+599.6% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $28,033 | $18,233+53.7% | $17,268+62.3% | $12,562+123.2% |