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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 | $419,990 | $149,040+181.8% | $120,225+249.3% | $137,256+206.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 9.53% | 605.68%-596.2pp | 439.23%-429.7pp | 220.34%-210.8pp |
| Employer contribution / active EE | $15,375 | $4,350+253.4% | $3,475+342.4% | $4,156+269.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,335 | $6,348+141.6% | $5,696+169.2% | $12,270+25.0% |