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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 | $420,182 | $160,028+162.6% | $147,080+185.7% | $145,884+188.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.95% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $31,115 | $5,286+488.7% | $4,933+530.7% | $4,662+567.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,393 | $15,030+22.4% | $12,989+41.6% | $13,392+37.3% |