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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 | $475,051 | $209,874+126.4% | $189,537+150.6% | $167,536+183.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.14% | 748.61%-739.5pp | 555.34%-546.2pp | 478.82%-469.7pp |
| Employer contribution / active EE | $4,078 | $6,913-41.0% | $6,161-33.8% | $4,839-15.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $23,376 | $14,299+63.5% | $12,048+94.0% | $12,315+89.8% |