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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 | $483,535 | $88,583+445.9% | $88,497+446.4% | $273,972+76.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | -7.05% | 5.68%-12.7pp | 7.63%-14.7pp | 41.46%-48.5pp |
| Employer contribution / active EE | $25,000 | $4,502+455.2% | $4,036+519.4% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,375 | $8,980-84.7% | $6,220-77.9% | $10,133-86.4% |