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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 | $332,282 | $201,344+65.0% | $184,243+80.3% | $145,877+127.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.80% | 29.01%-21.2pp | 28.82%-21.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $37,667 | $7,022+436.4% | $6,427+486.1% | $4,663+707.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,173 | $16,382-1.3% | $13,914+16.2% | $13,402+20.7% |