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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 | $114,119+551.7% | $107,187+593.8% | $138,895+435.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.56% | 273.21%-268.6pp | 204.55%-200.0pp | 145.39%-140.8pp |
| Employer contribution / active EE | $23,000 | $4,059+466.7% | $3,782+508.1% | $4,194+448.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,269 | $10,024+62.3% | $9,162+77.6% | $12,562+29.5% |