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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 | $287,836 | $157,304+83.0% | $141,197+103.9% | $152,909+88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -1.47% | 64.34%-65.8pp | 71.41%-72.9pp | 345.46%-346.9pp |
| Employer contribution / active EE | $9,899 | $5,263+88.1% | $4,736+109.0% | $4,764+107.8% |
| Participant deferral / active EE | $815 | $7,111-88.5% | $6,710-87.9% | $5,851-86.1% |
| Admin fee / account holder | $21,443 | $12,126+76.8% | $10,265+108.9% | $11,601+84.8% |