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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 | $1,309,500 | $167,352+682.5% | $143,788+810.7% | $134,509+873.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.01% | 0.47%-22.5pp | -0.03%-22.0pp | 418.13%-440.1pp |
| Employer contribution / active EE | $53,200 | $5,620+846.6% | $4,952+974.4% | $4,741+1022.2% |
| Participant deferral / active EE | $1,857 | $6,447-71.2% | $5,638-67.1% | $6,400-71.0% |
| Admin fee / account holder | $462,982 | $18,091+2459.2% | $14,675+3054.9% | $11,427+3951.8% |