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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 | $320,455 | $228,352+40.3% | $185,835+72.4% | $158,966+101.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.07% | 40.81%-37.7pp | 35.96%-32.9pp | 302.95%-299.9pp |
| Employer contribution / active EE | $33,195 | $4,967+568.4% | $4,087+712.1% | $4,762+597.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $131,161 | $11,867+1005.3% | $9,502+1280.4% | $11,250+1065.9% |