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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 | $107,341+185.9% | $92,897+230.4% | $152,870+100.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.43% | 145.59%-139.2pp | 109.42%-103.0pp | 345.34%-338.9pp |
| Employer contribution / active EE | $2,306 | $4,221-45.4% | $3,653-36.9% | $4,763-51.6% |
| Participant deferral / active EE | $135 | $4,847-97.2% | $4,238-96.8% | $5,850-97.7% |
| Admin fee / account holder | $5,517 | $7,080-22.1% | $5,794-4.8% | $11,597-52.4% |