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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 | $250,695 | $198,462+26.3% | $170,439+47.1% | $147,585+69.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.45% | 257.30%-253.9pp | 205.94%-202.5pp | 578.58%-575.1pp |
| Employer contribution / active EE | $7,783 | $6,184+25.9% | $5,433+43.3% | $4,876+59.6% |
| Participant deferral / active EE | $1,888 | $5,629-66.5% | $4,939-61.8% | $5,439-65.3% |
| Admin fee / account holder | $18,411 | $16,852+9.3% | $13,881+32.6% | $10,886+69.1% |