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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 | $613,264 | $154,228+297.6% | $145,433+321.7% | $137,256+346.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $20,158 | $4,804+319.6% | $4,554+342.6% | $4,156+385.0% |
| Participant deferral / active EE | $2,100 | $8,216-74.4% | $7,897-73.4% | $6,407-67.2% |
| Admin fee / account holder | $7,185 | $14,344-49.9% | $13,129-45.3% | $12,270-41.4% |