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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 | $620,487 | $129,737+378.3% | $119,126+420.9% | $154,746+301.0% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 6.38% | 379.08%-372.7pp | 282.11%-275.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $25,000 | $4,375+471.4% | $4,034+519.8% | $4,379+470.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,713 | $11,961-52.2% | $10,693-46.6% | $14,365-60.2% |