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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 | $359,469 | $108,911+230.1% | $100,392+258.1% | $145,884+146.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.17% | 58.23%-52.1pp | 49.45%-43.3pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,255 | $8,459-73.3% | $8,090-72.1% | $6,690-66.3% |
| Admin fee / account holder | $481 | $9,698-95.0% | $7,904-93.9% | $13,392-96.4% |