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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 | $1,081,483 | $106,005+920.2% | $92,239+1072.5% | $147,585+632.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 8.11% | 50.05%-41.9pp | 176.29%-168.2pp | 578.58%-570.5pp |
| Employer contribution / active EE | $25,000 | $4,333+476.9% | $3,680+579.4% | $4,876+412.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,178 | $6,333-34.0% | $5,194-19.6% | $10,886-61.6% |