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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 | $287,018 | $87,166+229.3% | $76,735+274.0% | $137,256+109.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.25% | 26.50%-16.2pp | 29.77%-19.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $987 | $2,904-66.0% | $2,454-59.8% | $4,156-76.3% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $34,290 | $8,403+308.1% | $7,189+377.0% | $12,270+179.5% |