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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 | $377,532 | $154,193+144.8% | $130,045+190.3% | $139,466+170.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 5.02% | 32.51%-27.5pp | -137.30%+142.3pp | 373.66%-368.6pp |
| Employer contribution / active EE | $16,005 | $5,292+202.5% | $4,321+270.4% | $4,754+236.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $974 | $13,989-93.0% | $10,600-90.8% | $11,409-91.5% |