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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 | $2,350,677 | $167,030+1307.3% | $135,768+1631.4% | $155,188+1414.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.92% | 678.39%-672.5pp | 526.10%-520.2pp | 148.84%-142.9pp |
| Employer contribution / active EE | $47,583 | $4,132+1051.5% | $3,394+1302.0% | $4,248+1020.2% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $86,221 | $8,172+955.1% | $7,048+1123.3% | $14,480+495.5% |