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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 | $462,076 | $175,257+163.7% | $149,717+208.6% | $139,456+231.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.07% | 166.70%-160.6pp | 134.41%-128.3pp | 373.45%-367.4pp |
| Employer contribution / active EE | $1,238 | $5,477-77.4% | $4,820-74.3% | $4,753-74.0% |
| Participant deferral / active EE | $1,774 | $6,521-72.8% | $5,682-68.8% | $6,711-73.6% |
| Admin fee / account holder | $4,508 | $16,156-72.1% | $13,213-65.9% | $11,407-60.5% |