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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 | $907,187 | $176,077+415.2% | $159,455+468.9% | $167,518+441.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.97% | 331.83%-324.9pp | 263.63%-256.7pp | 478.71%-471.7pp |
| Employer contribution / active EE | $31,721 | $5,298+498.7% | $4,830+556.7% | $4,838+555.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $34,895 | $12,556+177.9% | $10,800+223.1% | $12,312+183.4% |