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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 | $156,398+175.5% | $147,318+192.5% | $138,895+210.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 7.65% | 78.75%-71.1pp | 70.43%-62.8pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,274 | $4,853-53.2% | $4,593-50.5% | $4,194-45.8% |
| Participant deferral / active EE | $230 | $8,237-97.2% | $7,906-97.1% | $6,396-96.4% |
| Admin fee / account holder | $14,122 | $14,976-5.7% | $13,708+3.0% | $12,562+12.4% |