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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 | $311,281 | $183,539+69.6% | $155,556+100.1% | $145,897+113.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.60% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,133 | $5,315-41.0% | $4,675-33.0% | $4,663-32.8% |
| Participant deferral / active EE | $1,428 | $6,467-77.9% | $5,631-74.6% | $6,689-78.7% |
| Admin fee / account holder | $12,767 | $19,275-33.8% | $15,885-19.6% | $13,390-4.7% |