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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 | $594,055 | $157,296+277.7% | $141,191+320.7% | $152,897+288.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.82% | 64.34%-60.5pp | 71.41%-67.6pp | 345.43%-341.6pp |
| Employer contribution / active EE | $1,215 | $5,262-76.9% | $4,736-74.3% | $4,764-74.5% |
| Participant deferral / active EE | $938 | $7,111-86.8% | $6,710-86.0% | $5,851-84.0% |
| Admin fee / account holder | $350 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |