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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 | $253,572 | $138,114+83.6% | $125,391+102.2% | $134,545+88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.44% | 750.88%-782.3pp | 572.41%-603.9pp | 418.37%-449.8pp |
| Employer contribution / active EE | $9,224 | $5,246+75.8% | $4,816+91.5% | $4,742+94.5% |
| Participant deferral / active EE | $189 | $7,801-97.6% | $7,448-97.5% | $6,401-97.0% |
| Admin fee / account holder | $2,365 | $11,570-79.6% | $10,009-76.4% | $11,431-79.3% |