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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 | $798,552 | $157,270+407.8% | $141,173+465.7% | $152,870+422.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.48% | 64.33%-49.8pp | 71.40%-56.9pp | 345.34%-330.9pp |
| Employer contribution / active EE | $32,706 | $5,261+521.6% | $4,735+590.7% | $4,763+586.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,651 | $12,121-45.1% | $10,262-35.2% | $11,597-42.6% |