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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 | $469,526 | $96,361+387.3% | $80,607+482.5% | $139,456+236.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 1.72% | 1350.95%-1349.2pp | 936.11%-934.4pp | 373.45%-371.7pp |
| Employer contribution / active EE | $5,465 | $3,262+67.5% | $2,724+100.6% | $4,753+15.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $23,838 | $6,601+261.1% | $5,379+343.2% | $11,407+109.0% |