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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 | $480,521 | $100,895+376.3% | $90,430+431.4% | $158,950+202.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.95% | 1725.54%-1724.6pp | 1293.73%-1292.8pp | 302.91%-302.0pp |
| Employer contribution / active EE | $27,271 | $3,689+639.3% | $3,262+736.0% | $4,762+472.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,387 | $6,505-47.9% | $5,613-39.7% | $11,248-69.9% |