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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 | $668,213 | $165,939+302.7% | $122,354+446.1% | $147,586+352.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.50% | 34.56%-30.1pp | 30.28%-25.8pp | 578.59%-574.1pp |
| Employer contribution / active EE | $28,620 | $5,754+397.4% | $4,051+606.5% | $4,876+486.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,053 | $7,425-18.5% | $5,479+10.5% | $10,886-44.4% |