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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 | $457,568 | $92,743+393.4% | $82,744+453.0% | $134,532+240.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -51.00% | 946.63%-997.6pp | 702.22%-753.2pp | 418.27%-469.3pp |
| Employer contribution / active EE | $17,411 | $3,273+432.0% | $3,008+478.8% | $4,741+267.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,772 | $5,977+314.4% | $5,325+365.2% | $11,429+116.8% |