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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 | $564,688 | $227,633+148.1% | $189,597+197.8% | $167,553+237.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 1.16% | 78.45%-77.3pp | 64.20%-63.0pp | 478.89%-477.7pp |
| Employer contribution / active EE | $17,674 | $5,317+232.4% | $4,412+300.6% | $4,840+265.2% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,679 | $11,879-43.8% | $9,807-31.9% | $12,316-45.8% |