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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 | $652,192 | $175,212+272.2% | $149,682+335.7% | $139,427+367.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.80% | 166.63%-163.8pp | 134.35%-131.6pp | 373.27%-370.5pp |
| Employer contribution / active EE | $2,250 | $5,475-58.9% | $4,818-53.3% | $4,752-52.6% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12,737 | $16,150-21.1% | $13,210-3.6% | $11,404+11.7% |