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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 | $521,168 | $160,028+225.7% | $147,080+254.3% | $145,884+257.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.93% | 98.60%-92.7pp | 420.17%-414.2pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,800 | $5,286-65.9% | $4,933-63.5% | $4,662-61.4% |
| Participant deferral / active EE | $900 | $8,422-89.3% | $8,066-88.8% | $6,690-86.5% |
| Admin fee / account holder | $6,808 | $15,030-54.7% | $12,989-47.6% | $13,392-49.2% |