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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 | $322,119 | $148,629+116.7% | $135,982+136.9% | $139,487+130.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -4.61% | 79.33%-83.9pp | 68.32%-72.9pp | 373.84%-378.4pp |
| Employer contribution / active EE | $11,519 | $5,247+119.6% | $4,859+137.1% | $4,755+142.3% |
| Participant deferral / active EE | $1,508 | $8,102-81.4% | $7,760-80.6% | $6,713-77.5% |
| Admin fee / account holder | $20,868 | $12,406+68.2% | $10,767+93.8% | $11,407+82.9% |