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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 | $800,192 | $176,402+353.6% | $134,162+496.4% | $158,982+403.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.70% | 63.66%-64.4pp | 36.35%-37.0pp | 302.99%-303.7pp |
| Employer contribution / active EE | $32,875 | $5,042+552.0% | $3,705+787.3% | $4,763+590.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20,292 | $8,719+132.7% | $6,685+203.5% | $11,252+80.4% |