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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 | $497,772 | $83,337+497.3% | $67,834+633.8% | $273,972+81.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.03% | 259.45%-259.5pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $25,563 | $3,287+677.6% | $2,403+963.6% | $4,869+425.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $125,403 | $6,752+1757.3% | $4,622+2613.0% | $10,133+1137.6% |