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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 | $835,488 | $110,039+659.3% | $97,260+759.0% | $145,884+472.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.37% | 244.44%-237.1pp | 75.54%-68.2pp | 551.85%-544.5pp |
| Employer contribution / active EE | $45,462 | $3,074+1378.8% | $2,721+1570.7% | $4,662+875.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $171,028 | $6,204+2656.9% | $5,640+2932.5% | $13,392+1177.1% |