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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 | $648,251 | $202,342+220.4% | $172,753+275.2% | $152,909+323.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.59% | 1029.88%-1018.3pp | 803.00%-791.4pp | 345.46%-333.9pp |
| Employer contribution / active EE | $2,050 | $5,857-65.0% | $5,144-60.2% | $4,764-57.0% |
| Participant deferral / active EE | $30 | $5,948-99.5% | $5,198-99.4% | $5,851-99.5% |
| Admin fee / account holder | $24,798 | $17,112+44.9% | $13,956+77.7% | $11,601+113.8% |