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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 | $309,247 | $99,345+211.3% | $84,753+264.9% | $273,972+12.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.21% | 22.93%-23.1pp | 22.78%-23.0pp | 41.46%-41.7pp |
| Employer contribution / active EE | $78,561 | $4,214+1764.3% | $3,574+2097.9% | $4,869+1513.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,970 | $6,645+19.9% | $5,333+49.4% | $10,133-21.3% |