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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 | $571,710 | $183,516+211.5% | $155,534+267.6% | $145,884+291.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.57% | 61.43%-60.9pp | 64.92%-64.4pp | 551.85%-551.3pp |
| Employer contribution / active EE | $18,645 | $5,315+250.8% | $4,675+298.8% | $4,662+299.9% |
| Participant deferral / active EE | $142 | $6,467-97.8% | $5,630-97.5% | $6,690-97.9% |
| Admin fee / account holder | $2,721 | $19,293-85.9% | $15,900-82.9% | $13,392-79.7% |