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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 | $266,035 | $106,524+149.7% | $152,301+74.7% | $87,485+204.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 3.45% | 26.89%-23.4pp | 80.50%-77.1pp | 26.06%-22.6pp |
| Employer contribution / active EE | $6,000 | $3,371+78.0% | $4,624+29.7% | $2,596+131.1% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,203 | $8,287-37.2% | $14,398-63.9% | $7,775-33.1% |