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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 | $256,775 | $127,100+102.0% | $105,738+142.8% | $135,379+89.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.39% | 4.49%-14.9pp | 6.27%-16.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,425 | $4,107-65.3% | $3,268-56.4% | $4,779-70.2% |
| Participant deferral / active EE | $960 | $5,064-81.1% | $4,080-76.5% | $5,609-82.9% |
| Admin fee / account holder | $20,043 | $9,087+120.6% | $6,913+189.9% | $10,828+85.1% |