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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 | $350,754 | $156,398+124.3% | $147,318+138.1% | $138,895+152.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.08% | 78.75%-71.7pp | 70.43%-63.4pp | 145.39%-138.3pp |
| Employer contribution / active EE | $33,372 | $4,853+587.6% | $4,593+626.6% | $4,194+695.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,336 | $14,976-77.7% | $13,708-75.7% | $12,562-73.4% |