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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 | $379,749 | $83,485+354.9% | $125,192+203.3% | $72,975+420.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.12% | 25.77%-9.7pp | 43.79%-27.7pp | 81.01%-64.9pp |
| Employer contribution / active EE | $20,432 | $2,346+771.1% | $3,866+428.5% | $2,440+737.4% |
| Participant deferral / active EE | $636 | $3,586-82.3% | $4,937-87.1% | $3,608-82.4% |
| Admin fee / account holder | $3,494 | $5,518-36.7% | $9,704-64.0% | $5,124-31.8% |