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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 | $266,511 | $183,516+45.2% | $155,534+71.4% | $145,884+82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $21,353 | $5,315+301.8% | $4,675+356.8% | $4,662+358.0% |
| Participant deferral / active EE | $1,071 | $6,467-83.4% | $5,630-81.0% | $6,690-84.0% |
| Admin fee / account holder | $8,719 | $19,293-54.8% | $15,900-45.2% | $13,392-34.9% |