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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 | $769,290 | $109,872+600.2% | $98,483+681.1% | $167,536+359.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.88% | 1959.31%-1952.4pp | 1494.38%-1487.5pp | 478.82%-471.9pp |
| Employer contribution / active EE | $650 | $3,225-79.8% | $2,961-78.0% | $4,839-86.6% |
| Participant deferral / active EE | $650 | $4,673-86.1% | $4,276-84.8% | $6,342-89.8% |
| Admin fee / account holder | $25,105 | $6,757+271.5% | $5,953+321.7% | $12,315+103.9% |