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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 | $267,818 | $148,623+80.2% | $135,974+97.0% | $139,466+92.0% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 6.16% | 79.30%-73.1pp | 68.30%-62.1pp | 373.66%-367.5pp |
| Employer contribution / active EE | $5,357 | $5,246+2.1% | $4,859+10.2% | $4,754+12.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,554 | $12,406+65.7% | $10,767+90.9% | $11,409+80.2% |