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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 | $318,844 | $198,457+60.7% | $170,435+87.1% | $147,586+116.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.95% | 257.30%-249.4pp | 205.94%-198.0pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,332 | $6,183-78.5% | $5,432-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $1,333 | $5,629-76.3% | $4,939-73.0% | $5,439-75.5% |
| Admin fee / account holder | $15,198 | $16,852-9.8% | $13,881+9.5% | $10,886+39.6% |