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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 | $1,081,242 | $157,304+587.4% | $141,197+665.8% | $152,909+607.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.27% | 64.34%-64.6pp | 71.41%-71.7pp | 345.46%-345.7pp |
| Employer contribution / active EE | $15,511 | $5,263+194.7% | $4,736+227.5% | $4,764+225.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58,051 | $12,126+378.7% | $10,265+465.5% | $11,601+400.4% |