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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 | $340,310 | $72,071+372.2% | $68,368+397.8% | $137,256+147.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 12.39% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $749 | $2,788-73.1% | $2,649-71.7% | $4,156-82.0% |
| Participant deferral / active EE | $543 | $4,410-87.7% | $4,123-86.8% | $6,407-91.5% |
| Admin fee / account holder | $1,880 | $5,336-64.8% | $5,150-63.5% | $12,270-84.7% |