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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 | $480,290 | $110,379+335.1% | $102,412+369.0% | $145,884+229.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 6.92% | 24.84%-17.9pp | 24.94%-18.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,315 | $4,216-68.8% | $3,870-66.0% | $4,662-71.8% |
| Participant deferral / active EE | $71 | $5,622-98.7% | $5,060-98.6% | $6,690-98.9% |
| Admin fee / account holder | $12,455 | $9,745+27.8% | $8,388+48.5% | $13,392-7.0% |