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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 | $411,722 | $106,280+287.4% | $96,538+326.5% | $139,487+195.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | -0.29% | 38.48%-38.8pp | 35.74%-36.0pp | 373.84%-374.1pp |
| Employer contribution / active EE | $2,056 | $4,107-49.9% | $3,740-45.0% | $4,755-56.8% |
| Participant deferral / active EE | $79 | $5,457-98.6% | $4,880-98.4% | $6,713-98.8% |
| Admin fee / account holder | $1,229 | $7,888-84.4% | $6,737-81.8% | $11,407-89.2% |