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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 | $295,982 | $150,435+96.8% | $120,580+145.5% | $145,897+102.9% |
| Participation rate | 95.8% | 78.8%+17.0pp | 72.0%+23.9pp | 80.3%+15.5pp |
| Annual return | 7.06% | 154.60%-147.5pp | 107.48%-100.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $19,223 | $4,352+341.7% | $3,469+454.1% | $4,663+312.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,056 | $12,182-66.7% | $9,418-56.9% | $13,390-69.7% |