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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 | $349,176 | $142,426+145.2% | $115,167+203.2% | $152,909+128.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -1.52% | 41.48%-43.0pp | 35.60%-37.1pp | 345.46%-347.0pp |
| Employer contribution / active EE | $4,286 | $4,011+6.9% | $3,179+34.8% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,930 | $8,464-29.9% | $7,089-16.3% | $11,601-48.9% |