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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 | $404,664 | $156,398+158.7% | $147,318+174.7% | $138,895+191.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.57% | 78.75%-74.2pp | 70.43%-65.9pp | 145.39%-140.8pp |
| Employer contribution / active EE | $11,250 | $4,853+131.8% | $4,593+144.9% | $4,194+168.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $877 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |