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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 | $530,985 | $217,432+144.2% | $185,851+185.7% | $167,553+216.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.22% | 148.43%-141.2pp | 122.11%-114.9pp | 478.89%-471.7pp |
| Employer contribution / active EE | $7,756 | $5,874+32.0% | $5,168+50.1% | $4,840+60.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,465 | $19,820-82.5% | $16,245-78.7% | $12,316-71.9% |