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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 | $321,610 | $210,908+52.5% | $153,643+109.3% | $145,884+120.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.38% | 13.46%-6.1pp | 15.71%-8.3pp | 551.85%-544.5pp |
| Employer contribution / active EE | $3,000 | $6,055-50.5% | $5,039-40.5% | $4,662-35.7% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,819 | $19,477-85.5% | $12,739-77.9% | $13,392-78.9% |