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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 | $545,358 | $209,874+159.8% | $189,537+187.7% | $167,536+225.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.36% | 748.61%-748.3pp | 555.34%-555.0pp | 478.82%-478.5pp |
| Employer contribution / active EE | $10,823 | $6,913+56.6% | $6,161+75.7% | $4,839+123.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,333 | $14,299+35.2% | $12,048+60.5% | $12,315+57.0% |