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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 | $280,105 | $141,004+98.6% | $112,273+149.5% | $139,466+100.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.12% | 32.75%-25.6pp | 30.23%-23.1pp | 373.66%-366.5pp |
| Employer contribution / active EE | $5,120 | $4,285+19.5% | $3,431+49.2% | $4,754+7.7% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,996 | $9,959-80.0% | $7,752-74.3% | $11,409-82.5% |