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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 | $319,138 | $100,811+216.6% | $86,698+268.1% | $134,545+137.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.71% | 29.11%-52.8pp | 35.96%-59.7pp | 418.37%-442.1pp |
| Employer contribution / active EE | $12,005 | $3,490+244.0% | $2,837+323.2% | $4,742+153.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,477 | $10,926-68.2% | $7,492-53.6% | $11,431-69.6% |