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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 | $401,507 | $106,280+277.8% | $96,538+315.9% | $139,487+187.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -6.92% | 38.48%-45.4pp | 35.74%-42.7pp | 373.84%-380.8pp |
| Employer contribution / active EE | $24,426 | $4,107+494.7% | $3,740+553.1% | $4,755+413.7% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,798 | $7,888+201.7% | $6,737+253.2% | $11,407+108.6% |