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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 | $388,540 | $100,805+285.4% | $86,698+348.2% | $134,532+188.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.41% | 29.09%-49.5pp | 35.95%-56.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,159 | $3,490-66.8% | $2,837-59.1% | $4,741-75.6% |
| Participant deferral / active EE | $1,159 | $5,339-78.3% | $4,656-75.1% | $6,401-81.9% |
| Admin fee / account holder | $14,193 | $10,925+29.9% | $7,493+89.4% | $11,429+24.2% |