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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 | $323,776 | $148,623+117.8% | $135,974+138.1% | $139,466+132.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.89% | 79.30%-75.4pp | 68.30%-64.4pp | 373.66%-369.8pp |
| Employer contribution / active EE | $3,156 | $5,246-39.8% | $4,859-35.0% | $4,754-33.6% |
| Participant deferral / active EE | $1,000 | $8,103-87.7% | $7,760-87.1% | $6,712-85.1% |
| Admin fee / account holder | $8,007 | $12,406-35.5% | $10,767-25.6% | $11,409-29.8% |