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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 | $1,340,050 | $106,003+1164.2% | $92,236+1352.9% | $147,585+808.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.93% | 50.05%-44.1pp | 176.29%-170.4pp | 578.57%-572.6pp |
| Employer contribution / active EE | $1,038 | $4,333-76.0% | $3,679-71.8% | $4,876-78.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52,778 | $6,333+733.4% | $5,194+916.2% | $10,885+384.8% |