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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 | $435,990 | $156,398+178.8% | $147,318+196.0% | $138,895+213.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 11.68% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $24,433 | $4,853+403.4% | $4,593+432.0% | $4,194+482.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,234 | $14,976-78.4% | $13,708-76.4% | $12,562-74.3% |