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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 | $652,288 | $150,447+333.6% | $136,298+378.6% | $147,586+342.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.32% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.3pp |
| Employer contribution / active EE | $2,880 | $5,256-45.2% | $4,696-38.7% | $4,876-40.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24,782 | $10,906+127.2% | $9,244+168.1% | $10,886+127.7% |