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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 | $319,229 | $202,342+57.8% | $172,753+84.8% | $152,909+108.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.89% | 1029.88%-1026.0pp | 803.00%-799.1pp | 345.46%-341.6pp |
| Employer contribution / active EE | $1,284 | $5,857-78.1% | $5,144-75.0% | $4,764-73.1% |
| Participant deferral / active EE | $1,083 | $5,948-81.8% | $5,198-79.2% | $5,851-81.5% |
| Admin fee / account holder | $16,237 | $17,112-5.1% | $13,956+16.3% | $11,601+40.0% |