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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 | $305,082 | $114,119+167.3% | $107,187+184.6% | $138,895+119.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.38% | 273.21%-263.8pp | 204.55%-195.2pp | 145.39%-136.0pp |
| Employer contribution / active EE | $7,500 | $4,059+84.8% | $3,782+98.3% | $4,194+78.8% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,926 | $10,024+19.0% | $9,162+30.2% | $12,562-5.1% |