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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 | $269,269 | $107,368+150.8% | $92,915+189.8% | $152,909+76.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.05% | 145.64%-142.6pp | 109.45%-106.4pp | 345.46%-342.4pp |
| Employer contribution / active EE | $14,286 | $4,222+238.3% | $3,653+291.0% | $4,764+199.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,512 | $7,082-64.5% | $5,796-56.7% | $11,601-78.3% |