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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 | $427,419 | $116,167+267.9% | $64,489+562.8% | $137,256+211.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 6.37% | 36.55%-30.2pp | 55.03%-48.7pp | 220.34%-214.0pp |
| Employer contribution / active EE | $57,501 | $2,483+2216.1% | $1,523+3675.3% | $4,156+1283.6% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,048 | $6,188+143.2% | $4,260+253.2% | $12,270+22.6% |