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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 | $274,951 | $70,366+290.7% | $66,674+312.4% | $138,895+98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.82% | 386.41%-375.6pp | 321.24%-310.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $21,945 | $2,765+693.7% | $2,620+737.6% | $4,194+423.2% |
| Participant deferral / active EE | $477 | $4,374-89.1% | $4,084-88.3% | $6,396-92.5% |
| Admin fee / account holder | $1,324 | $5,262-74.8% | $5,098-74.0% | $12,562-89.5% |