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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 | $532,052 | $202,342+162.9% | $172,752+208.0% | $152,897+248.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.55% | 1029.83%-1022.3pp | 802.97%-795.4pp | 345.43%-337.9pp |
| Employer contribution / active EE | $17,870 | $5,858+205.1% | $5,144+247.4% | $4,764+275.1% |
| Participant deferral / active EE | $883 | $5,948-85.2% | $5,198-83.0% | $5,851-84.9% |
| Admin fee / account holder | $2,467 | $17,111-85.6% | $13,955-82.3% | $11,599-78.7% |