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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 | $355,379 | $106,005+235.2% | $92,239+285.3% | $147,585+140.8% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 9.00% | 50.05%-41.1pp | 176.29%-167.3pp | 578.58%-569.6pp |
| Employer contribution / active EE | $10,136 | $4,333+133.9% | $3,680+175.5% | $4,876+107.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,631 | $6,333-74.2% | $5,194-68.6% | $10,886-85.0% |