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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 | $458,520 | $199,109+130.3% | $173,730+163.9% | $154,746+196.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.20% | 20.02%-12.8pp | 19.96%-12.8pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,681 | $5,311-68.4% | $4,577-63.3% | $4,379-61.6% |
| Participant deferral / active EE | $2,118 | $7,113-70.2% | $6,326-66.5% | $6,730-68.5% |
| Admin fee / account holder | $51,833 | $20,916+147.8% | $17,523+195.8% | $14,365+260.8% |