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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 | $677,577 | $102,609+560.3% | $98,090+590.8% | $138,895+387.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 10.49% | 36.44%-25.9pp | 37.05%-26.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $7,848 | $3,867+102.9% | $3,606+117.6% | $4,194+87.1% |
| Participant deferral / active EE | $1,625 | $8,167-80.1% | $7,845-79.3% | $6,396-74.6% |
| Admin fee / account holder | $210,399 | $11,434+1740.1% | $11,815+1680.8% | $12,562+1574.9% |