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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 | $496,615 | $106,267+367.3% | $96,520+414.5% | $139,456+256.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | -5.94% | 38.45%-44.4pp | 35.72%-41.7pp | 373.45%-379.4pp |
| Employer contribution / active EE | $30,756 | $4,105+649.3% | $3,739+722.6% | $4,753+547.1% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,984 | $7,882-24.1% | $6,733-11.1% | $11,407-47.5% |