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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 | $1,885,468 | $160,028+1078.2% | $147,080+1181.9% | $145,884+1192.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.02% | 98.60%-94.6pp | 420.17%-416.2pp | 551.85%-547.8pp |
| Employer contribution / active EE | $33,646 | $5,286+536.6% | $4,933+582.0% | $4,662+621.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $70,751 | $15,030+370.7% | $12,989+444.7% | $13,392+428.3% |