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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 | $302,661 | $100,970+199.8% | $96,576+213.4% | $137,256+120.5% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 11.91% | 38.16%-26.2pp | 38.47%-26.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $62 | $3,809-98.4% | $3,553-98.2% | $4,156-98.5% |
| Participant deferral / active EE | $949 | $8,286-88.6% | $7,956-88.1% | $6,407-85.2% |
| Admin fee / account holder | $7,001 | $11,312-38.1% | $11,381-38.5% | $12,270-42.9% |