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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 | $404,464 | $282,059+43.4% | $213,469+89.5% | $154,746+161.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.51% | 20.90%-12.4pp | 20.58%-12.1pp | 172.34%-163.8pp |
| Employer contribution / active EE | $21,111 | $6,189+241.1% | $4,994+322.7% | $4,379+382.1% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,185 | $37,435-86.2% | $27,141-80.9% | $14,365-63.9% |