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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 | $299,553 | $107,368+179.0% | $92,915+222.4% | $152,909+95.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.81% | 145.64%-143.8pp | 109.45%-107.6pp | 345.46%-343.7pp |
| Employer contribution / active EE | $20,189 | $4,222+378.1% | $3,653+452.6% | $4,764+323.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,674 | $7,082+276.6% | $5,796+360.2% | $11,601+129.9% |