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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 | $318,761 | $165,381+92.7% | $149,730+112.9% | $158,966+100.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.86% | 348.29%-346.4pp | 276.70%-274.8pp | 302.95%-301.1pp |
| Employer contribution / active EE | $16,869 | $5,104+230.5% | $4,645+263.1% | $4,762+254.2% |
| Participant deferral / active EE | $1,880 | $7,182-73.8% | $6,843-72.5% | $5,983-68.6% |
| Admin fee / account holder | $11,338 | $10,809+4.9% | $9,310+21.8% | $11,250+0.8% |