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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 | $491,803 | $232,540+111.5% | $185,117+165.7% | $147,586+233.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.21% | 43.03%-38.8pp | 40.50%-36.3pp | 578.59%-574.4pp |
| Employer contribution / active EE | $15,582 | $5,195+199.9% | $4,182+272.6% | $4,876+219.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,606 | $10,275-16.2% | $8,159+5.5% | $10,886-20.9% |