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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 | $571,762 | $176,786+223.4% | $146,643+289.9% | $167,536+241.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.39% | 24.04%-15.6pp | 22.75%-14.4pp | 478.82%-470.4pp |
| Employer contribution / active EE | $16,468 | $5,161+219.1% | $4,137+298.1% | $4,839+240.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,024 | $13,262-69.7% | $10,280-60.9% | $12,315-67.3% |