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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 | $341,150 | $157,304+116.9% | $141,197+141.6% | $152,909+123.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 8.73% | 64.34%-55.6pp | 71.41%-62.7pp | 345.46%-336.7pp |
| Employer contribution / active EE | $17,763 | $5,263+237.5% | $4,736+275.0% | $4,764+272.9% |
| Participant deferral / active EE | $869 | $7,111-87.8% | $6,710-87.1% | $5,851-85.2% |
| Admin fee / account holder | $30,656 | $12,126+152.8% | $10,265+198.6% | $11,601+164.3% |