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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 | $492,850 | $184,000+167.9% | $162,185+203.9% | $152,909+222.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.67% | 150.80%-139.1pp | 115.61%-103.9pp | 345.46%-333.8pp |
| Employer contribution / active EE | $17,143 | $6,370+169.1% | $5,613+205.4% | $4,764+259.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,421 | $13,124+70.8% | $10,844+106.8% | $11,601+93.3% |