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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 | $269,128 | $162,136+66.0% | $152,301+76.7% | $154,746+73.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 6.94% | 91.02%-84.1pp | 80.50%-73.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,501 | $4,890-69.3% | $4,624-67.6% | $4,379-65.7% |
| Participant deferral / active EE | $1,849 | $8,341-77.8% | $8,004-76.9% | $6,730-72.5% |
| Admin fee / account holder | $23,858 | $15,759+51.4% | $14,398+65.7% | $14,365+66.1% |