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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 | $276,822 | $102,663+169.6% | $86,216+221.1% | $139,466+98.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 3.65% | 1924.52%-1920.9pp | 1169.42%-1165.8pp | 373.66%-370.0pp |
| Employer contribution / active EE | $16,667 | $3,035+449.2% | $2,382+599.8% | $4,754+250.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,198 | $8,663-51.5% | $6,853-38.7% | $11,409-63.2% |