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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 | $419,944 | $118,708+253.8% | $98,920+324.5% | $158,966+164.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 4.55% | 372.49%-367.9pp | 196.47%-191.9pp | 302.95%-298.4pp |
| Employer contribution / active EE | $1,336 | $3,334-59.9% | $2,689-50.3% | $4,762-72.0% |
| Participant deferral / active EE | $1,242 | $5,089-75.6% | $4,245-70.7% | $5,983-79.2% |
| Admin fee / account holder | $23,291 | $10,134+129.8% | $6,643+250.6% | $11,250+107.0% |