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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 | $376,343 | $81,446+362.1% | $103,374+264.1% | $80,874+365.3% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | -4.61% | 25.57%-30.2pp | 24.89%-29.5pp | 35.62%-40.2pp |
| Employer contribution / active EE | $36,462 | $3,107+1073.5% | $3,869+842.3% | $2,756+1223.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20,945 | $6,715+211.9% | $8,394+149.5% | $6,935+202.0% |