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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 | $480,432 | $107,368+347.5% | $92,915+417.1% | $152,909+214.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.78% | 145.64%-133.9pp | 109.45%-97.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $11,738 | $4,222+178.0% | $3,653+221.3% | $4,764+146.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,227 | $7,082+242.1% | $5,796+318.0% | $11,601+108.8% |