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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 | $652,145 | $254,759+156.0% | $216,567+201.1% | $198,609+228.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 1.64% | 10.04%-8.4pp | 12.94%-11.3pp | 202.70%-201.1pp |
| Employer contribution / active EE | $8,400 | $6,096+37.8% | $5,216+61.1% | $5,055+66.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $125,000 | $26,311+375.1% | $21,981+468.7% | $19,030+556.8% |