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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 | $468,989 | $162,136+189.3% | $152,301+207.9% | $154,746+203.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.09% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,401 | $4,890-71.4% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $1,442 | $8,341-82.7% | $8,004-82.0% | $6,730-78.6% |
| Admin fee / account holder | $11,718 | $15,759-25.6% | $14,398-18.6% | $14,365-18.4% |