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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 | $278,579 | $154,159+80.7% | $130,026+114.2% | $139,456+99.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | -2.82% | 32.50%-35.3pp | -137.26%+134.4pp | 373.45%-376.3pp |
| Employer contribution / active EE | $16,250 | $5,292+207.1% | $4,321+276.1% | $4,753+241.9% |
| Participant deferral / active EE | $62 | $6,710-99.1% | $5,821-98.9% | $6,711-99.1% |
| Admin fee / account holder | $2,136 | $14,001-84.7% | $10,608-79.9% | $11,407-81.3% |