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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 | $501,133 | $165,381+203.0% | $149,730+234.7% | $158,966+215.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -15.86% | 348.29%-364.2pp | 276.70%-292.6pp | 302.95%-318.8pp |
| Employer contribution / active EE | $1,400 | $5,104-72.6% | $4,645-69.9% | $4,762-70.6% |
| Participant deferral / active EE | $1,250 | $7,182-82.6% | $6,843-81.7% | $5,983-79.1% |
| Admin fee / account holder | $376 | $10,809-96.5% | $9,310-96.0% | $11,250-96.7% |