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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 | $567,410 | $156,398+262.8% | $147,318+285.2% | $138,895+308.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.14% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $25,000 | $4,853+415.1% | $4,593+444.3% | $4,194+496.1% |
| Participant deferral / active EE | $433 | $8,237-94.7% | $7,906-94.5% | $6,396-93.2% |
| Admin fee / account holder | $3,160 | $14,976-78.9% | $13,708-76.9% | $12,562-74.8% |