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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 | $426,249 | $178,174+139.2% | $156,181+172.9% | $137,256+210.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.71% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,003 | $4,972-59.7% | $4,294-53.4% | $4,156-51.8% |
| Participant deferral / active EE | $1,000 | $6,888-85.5% | $6,132-83.7% | $6,407-84.4% |
| Admin fee / account holder | $38,471 | $17,404+121.0% | $14,586+163.7% | $12,270+213.5% |