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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 | $252,499 | $72,071+250.3% | $68,368+269.3% | $137,256+84.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.32% | 353.14%-349.8pp | 292.57%-289.3pp | 220.34%-217.0pp |
| Employer contribution / active EE | $18,281 | $2,788+555.7% | $2,649+590.1% | $4,156+339.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,404 | $5,336+57.5% | $5,150+63.2% | $12,270-31.5% |