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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 | $396,734 | $141,001+181.4% | $112,228+253.5% | $139,487+184.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -1.02% | 32.75%-33.8pp | 30.23%-31.3pp | 373.84%-374.9pp |
| Employer contribution / active EE | $41,400 | $4,285+866.2% | $3,432+1106.5% | $4,755+770.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,366 | $9,959-56.2% | $7,752-43.7% | $11,407-61.7% |