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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 | $1,291,735 | $97,125+1230.0% | $86,233+1398.0% | $137,256+841.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.78% | 74.19%-66.4pp | 61.39%-53.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $19,977 | $2,841+603.1% | $2,504+697.7% | $4,156+380.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $474,862 | $9,725+4783.1% | $8,342+5592.3% | $12,270+3770.1% |