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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 | $277,001 | $115,225+140.4% | $100,712+175.0% | $138,895+99.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.83% | 40.35%-31.5pp | 33.27%-24.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $8,108 | $2,771+192.6% | $2,313+250.6% | $4,194+93.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,794 | $10,844-46.6% | $9,256-37.4% | $12,562-53.9% |