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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 | $270,318 | $140,592+92.3% | $123,106+119.6% | $125,388+115.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -25.50% | 16.80%-42.3pp | 13.22%-38.7pp | 282.24%-307.7pp |
| Employer contribution / active EE | $8,309 | $6,041+37.5% | $5,151+61.3% | $4,866+70.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $19,713 | $11,198+76.0% | $9,015+118.7% | $9,541+106.6% |