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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 | $430,876 | $154,228+179.4% | $145,433+196.3% | $137,256+213.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 7.65% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,274 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $230 | $8,216-97.2% | $7,897-97.1% | $6,407-96.4% |
| Admin fee / account holder | $14,122 | $14,344-1.5% | $13,129+7.6% | $12,270+15.1% |