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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 | $284,645 | $176,688+61.1% | $130,660+117.9% | $152,897+86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 2.99% | 2693.08%-2690.1pp | 1709.29%-1706.3pp | 345.43%-342.4pp |
| Employer contribution / active EE | $8,829 | $5,743+53.7% | $4,092+115.8% | $4,764+85.3% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,616 | $7,131+76.9% | $5,463+130.9% | $11,599+8.8% |