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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 | $501,550 | $208,088+141.0% | $186,193+169.4% | $154,746+224.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.10% | 89.97%-83.9pp | 78.03%-71.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $26,241 | $4,340+504.6% | $3,918+569.7% | $4,379+499.2% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $14,638 | $11,698+25.1% | $11,058+32.4% | $14,365+1.9% |