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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 | $88,778+726.0% | $81,844+795.9% | $145,884+402.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.73% | 1033.03%-1027.3pp | 778.87%-773.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $4,727 | $3,087+53.1% | $2,916+62.1% | $4,662+1.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,995 | $8,430+77.9% | $7,355+103.9% | $13,392+12.0% |