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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 | $705,678 | $108,911+547.9% | $100,392+602.9% | $145,884+383.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.40% | 58.23%-49.8pp | 49.45%-41.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $37,472 | $4,420+747.8% | $3,941+850.7% | $4,662+703.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,238 | $9,698-46.0% | $7,904-33.7% | $13,392-60.9% |