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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 | $521,646 | $156,398+233.5% | $147,318+254.1% | $138,895+275.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 7.83% | 78.75%-70.9pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $17,007 | $4,853+250.4% | $4,593+270.3% | $4,194+305.5% |
| Participant deferral / active EE | $872 | $8,237-89.4% | $7,906-89.0% | $6,396-86.4% |
| Admin fee / account holder | $32,103 | $14,976+114.4% | $13,708+134.2% | $12,562+155.6% |