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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 | $733,274 | $88,815+725.6% | $81,882+795.5% | $145,897+402.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.73% | 1033.75%-1028.0pp | 779.47%-773.7pp | 552.29%-546.6pp |
| Employer contribution / active EE | $4,727 | $3,086+53.2% | $2,916+62.1% | $4,663+1.4% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,995 | $8,434+77.8% | $7,360+103.8% | $13,390+12.0% |