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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 | $155,555+160.1% | $146,866+175.5% | $155,188+160.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.57% | 115.41%-110.8pp | 102.85%-98.3pp | 148.84%-144.3pp |
| Employer contribution / active EE | $11,250 | $4,647+142.1% | $4,425+154.3% | $4,248+164.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $877 | $14,755-94.1% | $13,620-93.6% | $14,480-93.9% |