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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 | $373,162 | $159,978+133.3% | $147,041+153.8% | $145,978+155.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.48% | 98.36%-88.9pp | 419.21%-409.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,335 | $5,288-74.8% | $4,935-73.0% | $4,662-71.4% |
| Participant deferral / active EE | $1,860 | $8,429-77.9% | $8,071-77.0% | $6,690-72.2% |
| Admin fee / account holder | $9,891 | $15,053-34.3% | $13,006-24.0% | $13,400-26.2% |