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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 | $706,205 | $107,941+554.3% | $91,994+667.7% | $152,909+361.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.38% | 89.28%-76.9pp | 69.04%-56.7pp | 345.46%-333.1pp |
| Employer contribution / active EE | $39,159 | $4,212+829.8% | $3,453+1034.2% | $4,764+722.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $27,604 | $10,521+162.4% | $7,744+256.5% | $11,601+137.9% |