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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 | $355,132 | $202,460+75.4% | $169,385+109.7% | $139,456+154.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.68% | 532.07%-523.4pp | 405.82%-397.1pp | 373.45%-364.8pp |
| Employer contribution / active EE | $15,000 | $4,691+219.7% | $4,012+273.9% | $4,753+215.6% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,114 | $10,719+59.7% | $9,011+89.9% | $11,407+50.0% |