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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 | $257,537 | $127,387+102.2% | $115,038+123.9% | $125,389+105.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.02% | 31.28%-41.3pp | 26.14%-36.2pp | 282.24%-292.3pp |
| Employer contribution / active EE | $18,059 | $5,166+249.6% | $4,608+291.9% | $4,866+271.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,100 | $9,516-77.9% | $8,175-74.3% | $9,541-78.0% |