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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 | $323,128 | $209,422+54.3% | $178,503+81.0% | $158,982+103.2% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 5.06% | 188.81%-183.7pp | 151.12%-146.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $6,225 | $5,707+9.1% | $5,011+24.2% | $4,763+30.7% |
| Participant deferral / active EE | $669 | $5,955-88.8% | $5,202-87.1% | $5,983-88.8% |
| Admin fee / account holder | $17,761 | $17,079+4.0% | $13,987+27.0% | $11,252+57.9% |