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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 | $382,358 | $150,445+154.2% | $136,297+180.5% | $147,585+159.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 7.02% | 1049.14%-1042.1pp | 5156.16%-5149.1pp | 578.57%-571.5pp |
| Employer contribution / active EE | $26,176 | $5,256+398.0% | $4,696+457.5% | $4,876+436.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,389 | $10,906-78.1% | $9,244-74.2% | $10,885-78.1% |