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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 | $288,533 | $114,119+152.8% | $107,187+169.2% | $138,895+107.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 3.75% | 273.21%-269.5pp | 204.55%-200.8pp | 145.39%-141.6pp |
| Employer contribution / active EE | $21,560 | $4,059+431.2% | $3,782+470.0% | $4,194+414.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,908 | $10,024-51.0% | $9,162-46.4% | $12,562-60.9% |