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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 | $332,099 | $165,361+100.8% | $149,715+121.8% | $158,950+108.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.24% | 348.24%-344.0pp | 276.66%-272.4pp | 302.91%-298.7pp |
| Employer contribution / active EE | $1,016 | $5,103-80.1% | $4,645-78.1% | $4,762-78.7% |
| Participant deferral / active EE | $1,016 | $7,182-85.9% | $6,842-85.2% | $5,983-83.0% |
| Admin fee / account holder | $1,861 | $10,808-82.8% | $9,310-80.0% | $11,248-83.5% |