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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 | $330,935 | $185,312+78.6% | $161,489+104.9% | $154,746+113.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.07% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,136 | $4,769-55.2% | $4,268-50.0% | $4,379-51.2% |
| Participant deferral / active EE | $1,905 | $6,350-70.0% | $5,630-66.2% | $6,730-71.7% |
| Admin fee / account holder | $22,340 | $18,654+19.8% | $16,006+39.6% | $14,365+55.5% |