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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 | $250,311 | $95,895+161.0% | $79,576+214.6% | $134,509+86.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.87% | -2.72%-20.2pp | 0.15%-23.0pp | 418.13%-441.0pp |
| Employer contribution / active EE | $15,308 | $3,128+389.3% | $2,413+534.4% | $4,741+222.9% |
| Participant deferral / active EE | $578 | $4,693-87.7% | $3,985-85.5% | $6,400-91.0% |
| Admin fee / account holder | $892 | $9,129-90.2% | $6,834-86.9% | $11,427-92.2% |