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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 | $645,212 | $104,937+514.9% | $84,628+662.4% | $152,897+322.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 8.02% | 373.88%-365.9pp | 258.80%-250.8pp | 345.43%-337.4pp |
| Employer contribution / active EE | $20,000 | $3,303+505.5% | $2,653+653.9% | $4,764+319.9% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,607 | $6,243+5.8% | $4,914+34.4% | $11,599-43.0% |