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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 | $469,012 | $211,224+122.0% | $178,505+162.7% | $145,897+221.5% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 6.00% | 30.28%-24.3pp | 27.16%-21.2pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,517 | $4,577-45.0% | $3,955-36.4% | $4,663-46.0% |
| Participant deferral / active EE | $754 | $6,966-89.2% | $6,280-88.0% | $6,689-88.7% |
| Admin fee / account holder | $1,255 | $12,109-89.6% | $10,428-88.0% | $13,390-90.6% |