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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 | $344,656 | $94,439+265.0% | $73,658+367.9% | $154,746+122.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 0.21% | 28.25%-28.0pp | 29.72%-29.5pp | 172.34%-172.1pp |
| Employer contribution / active EE | $180 | $1,257-85.7% | $1,032-82.6% | $4,379-95.9% |
| Participant deferral / active EE | $225 | $2,527-91.1% | $2,062-89.1% | $6,730-96.7% |
| Admin fee / account holder | $7,758 | $3,843+101.9% | $3,357+131.1% | $14,365-46.0% |