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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 | $397,424 | $115,814+243.2% | $101,275+292.4% | $158,982+150.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.54% | 56.16%-51.6pp | 46.48%-41.9pp | 302.99%-298.4pp |
| Employer contribution / active EE | $19,356 | $4,176+363.5% | $3,660+428.8% | $4,763+306.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,246 | $7,249+41.3% | $5,948+72.3% | $11,252-8.9% |