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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 | $317,915 | $103,038+208.5% | $90,324+252.0% | $152,909+107.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.74% | 95.25%-92.5pp | 78.15%-75.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $1,606 | $3,141-48.9% | $2,856-43.8% | $4,764-66.3% |
| Participant deferral / active EE | $448 | $4,282-89.5% | $3,885-88.5% | $5,851-92.3% |
| Admin fee / account holder | $2,411 | $6,177-61.0% | $5,356-55.0% | $11,601-79.2% |