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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 | $125,190+193.3% | $105,624+247.6% | $145,897+151.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.50% | 225.22%-217.7pp | 116.20%-108.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $3,003 | $3,720-19.3% | $3,168-5.2% | $4,663-35.6% |
| Participant deferral / active EE | $1,341 | $5,716-76.5% | $5,013-73.3% | $6,689-80.0% |
| Admin fee / account holder | $629 | $17,138-96.3% | $10,961-94.3% | $13,390-95.3% |