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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 | $70,366+383.6% | $66,674+410.4% | $138,895+145.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 12.39% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $749 | $2,765-72.9% | $2,620-71.4% | $4,194-82.2% |
| Participant deferral / active EE | $543 | $4,374-87.6% | $4,084-86.7% | $6,396-91.5% |
| Admin fee / account holder | $1,880 | $5,262-64.3% | $5,098-63.1% | $12,562-85.0% |