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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 | $341,278 | $109,872+210.6% | $98,483+246.5% | $167,536+103.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.89% | 1959.31%-1950.4pp | 1494.38%-1485.5pp | 478.82%-469.9pp |
| Employer contribution / active EE | $26,250 | $3,225+713.9% | $2,961+786.6% | $4,839+442.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,039 | $6,757-55.0% | $5,953-48.9% | $12,315-75.3% |