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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 | $680,680 | $100,970+574.1% | $96,576+604.8% | $137,256+395.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.50% | 38.16%-26.7pp | 38.47%-27.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $37,486 | $3,809+884.1% | $3,553+955.0% | $4,156+802.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,175 | $11,312-45.4% | $11,381-45.7% | $12,270-49.7% |