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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 | $404,199 | $124,351+225.0% | $109,188+270.2% | $167,553+141.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.95% | 26.04%-17.1pp | 25.76%-16.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $30,088 | $4,210+614.7% | $3,723+708.2% | $4,840+521.7% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,149 | $7,975-60.5% | $6,755-53.4% | $12,316-74.4% |