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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 | $307,201 | $106,918+187.3% | $84,021+265.6% | $152,897+100.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -4.36% | 105.01%-109.4pp | 71.32%-75.7pp | 345.43%-349.8pp |
| Employer contribution / active EE | $13,000 | $2,735+375.3% | $1,984+555.3% | $4,764+172.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,306 | $8,288+0.2% | $6,102+36.1% | $11,599-28.4% |