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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 | $259,562 | $169,356+53.3% | $129,406+100.6% | $145,897+77.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 6.57% | 14418.62%-14412.0pp | 9468.18%-9461.6pp | 552.29%-545.7pp |
| Employer contribution / active EE | $12,727 | $5,542+129.6% | $4,155+206.3% | $4,663+173.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,326 | $9,915-76.5% | $7,689-69.7% | $13,390-82.6% |