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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 | $328,643 | $183,592+79.0% | $155,567+111.3% | $145,959+125.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,209 | $5,315-77.3% | $4,674-74.1% | $4,661-74.1% |
| Participant deferral / active EE | $1,286 | $6,464-80.1% | $5,628-77.1% | $6,689-80.8% |
| Admin fee / account holder | $1,060 | $19,318-94.5% | $15,916-93.3% | $13,398-92.1% |