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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 | $367,152 | $125,237+193.2% | $105,608+247.7% | $145,877+151.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.50% | 225.76%-218.3pp | 116.50%-109.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $3,003 | $3,720-19.3% | $3,167-5.2% | $4,663-35.6% |
| Participant deferral / active EE | $1,341 | $5,711-76.5% | $5,010-73.2% | $6,691-80.0% |
| Admin fee / account holder | $629 | $17,287-96.4% | $11,028-94.3% | $13,402-95.3% |