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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 | $1,198,743 | $217,432+451.3% | $185,849+545.0% | $167,536+615.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.99% | 148.42%-140.4pp | 122.10%-114.1pp | 478.82%-470.8pp |
| Employer contribution / active EE | $18,534 | $5,875+215.5% | $5,169+258.6% | $4,839+283.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $46,574 | $19,818+135.0% | $16,244+186.7% | $12,315+278.2% |