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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 | $384,327 | $171,867+123.6% | $149,721+156.7% | $147,586+160.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.13% | 2113.36%-2105.2pp | 1501.67%-1493.5pp | 578.59%-570.5pp |
| Employer contribution / active EE | $16,278 | $6,275+159.4% | $5,444+199.0% | $4,876+233.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,278 | $13,799-3.8% | $11,282+17.7% | $10,886+22.0% |