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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 | $519,581 | $154,228+236.9% | $145,433+257.3% | $137,256+278.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.45% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $6,633 | $4,804+38.1% | $4,554+45.6% | $4,156+59.6% |
| Participant deferral / active EE | $417 | $8,216-94.9% | $7,897-94.7% | $6,407-93.5% |
| Admin fee / account holder | $14,475 | $14,344+0.9% | $13,129+10.2% | $12,270+18.0% |