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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 | $309,971 | $83,337+272.0% | $67,834+357.0% | $273,970+13.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 0.84% | 259.45%-258.6pp | 138.47%-137.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,875 | $3,287-43.0% | $2,403-22.0% | $4,869-61.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $573 | $6,752-91.5% | $4,622-87.6% | $10,132-94.3% |