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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 | $306,898 | $107,368+185.8% | $92,915+230.3% | $152,909+100.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.43% | 145.64%-139.2pp | 109.45%-103.0pp | 345.46%-339.0pp |
| Employer contribution / active EE | $2,306 | $4,222-45.4% | $3,653-36.9% | $4,764-51.6% |
| Participant deferral / active EE | $135 | $4,848-97.2% | $4,238-96.8% | $5,851-97.7% |
| Admin fee / account holder | $5,517 | $7,082-22.1% | $5,796-4.8% | $11,601-52.4% |