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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 | $277,882 | $104,251+166.6% | $91,004+205.4% | $147,586+88.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.44% | 27.06%-18.6pp | 4.60%+3.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $3,787 | $3,116+21.6% | $2,456+54.2% | $4,876-22.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,358 | $8,948-17.8% | $5,417+35.8% | $10,886-32.4% |