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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 | $638,698 | $171,867+271.6% | $149,718+326.6% | $147,585+332.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.28% | 2113.36%-2106.1pp | 1501.70%-1494.4pp | 578.57%-571.3pp |
| Employer contribution / active EE | $19,803 | $6,275+215.6% | $5,444+263.7% | $4,876+306.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,830 | $13,799+7.5% | $11,283+31.4% | $10,885+36.2% |