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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 | $288,449 | $217,432+32.7% | $185,849+55.2% | $167,536+72.2% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 5.66% | 148.42%-142.8pp | 122.10%-116.4pp | 478.82%-473.2pp |
| Employer contribution / active EE | $6,104 | $5,875+3.9% | $5,169+18.1% | $4,839+26.1% |
| Participant deferral / active EE | $2,088 | $6,357-67.2% | $5,569-62.5% | $6,342-67.1% |
| Admin fee / account holder | $3,693 | $19,818-81.4% | $16,244-77.3% | $12,315-70.0% |