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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 | $360,032 | $115,810+210.9% | $101,271+255.5% | $158,966+126.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | -5.58% | 56.15%-61.7pp | 46.48%-52.1pp | 302.95%-308.5pp |
| Employer contribution / active EE | $27,710 | $4,175+563.6% | $3,660+657.1% | $4,762+481.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,345 | $7,248-53.9% | $5,948-43.8% | $11,250-70.3% |