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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 | $278,170 | $106,918+160.2% | $84,021+231.1% | $152,897+81.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 0.86% | 105.01%-104.2pp | 71.32%-70.5pp | 345.43%-344.6pp |
| Employer contribution / active EE | $2,500 | $2,735-8.6% | $1,984+26.0% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $486 | $8,288-94.1% | $6,102-92.0% | $11,599-95.8% |