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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 | $417,972 | $149,679+179.2% | $117,039+257.1% | $147,586+183.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 8.13% | 19.31%-11.2pp | 18.95%-10.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $14,200 | $4,937+187.6% | $3,785+275.2% | $4,876+191.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $319,231 | $7,856+3963.3% | $5,974+5243.8% | $10,886+2832.6% |