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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 | $2,597,211 | $167,362+1451.8% | $143,799+1706.1% | $134,532+1830.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.61% | 0.47%-27.1pp | -0.04%-26.6pp | 418.27%-444.9pp |
| Employer contribution / active EE | $12,210 | $5,620+117.2% | $4,952+146.6% | $4,741+157.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $140,777 | $18,094+678.0% | $14,677+859.2% | $11,429+1131.8% |