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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 | $390,209 | $87,166+347.7% | $76,735+408.5% | $137,256+184.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.03% | 26.50%-16.5pp | 29.77%-19.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $27,576 | $2,904+849.5% | $2,454+1023.6% | $4,156+563.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,884 | $8,403-41.9% | $7,189-32.1% | $12,270-60.2% |