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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 | $743,694 | $134,817+451.6% | $123,973+499.9% | $155,188+379.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.56% | 515.49%-510.9pp | 388.13%-383.6pp | 148.84%-144.3pp |
| Employer contribution / active EE | $23,000 | $4,425+419.8% | $4,126+457.5% | $4,248+441.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,269 | $13,245+22.8% | $11,799+37.9% | $14,480+12.4% |