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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 | $450,561 | $138,312+225.8% | $122,979+266.4% | $155,188+190.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.14% | 22.06%-17.9pp | 20.12%-16.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $1,982 | $3,530-43.9% | $3,062-35.3% | $4,248-53.3% |
| Participant deferral / active EE | $1,229 | $5,592-78.0% | $5,003-75.4% | $6,531-81.2% |
| Admin fee / account holder | $25,397 | $15,089+68.3% | $12,864+97.4% | $14,480+75.4% |