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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 | $486,810 | $126,661+284.3% | $113,397+329.3% | $138,895+250.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.69% | 25.05%-15.4pp | 23.20%-13.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $16,500 | $3,456+377.4% | $2,977+454.2% | $4,194+293.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,923 | $14,549-18.0% | $11,957-0.3% | $12,562-5.1% |