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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 | $506,430 | $176,402+187.1% | $134,162+277.5% | $158,982+218.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -3.35% | 63.66%-67.0pp | 36.35%-39.7pp | 302.99%-306.3pp |
| Employer contribution / active EE | $45,000 | $5,042+792.5% | $3,705+1114.6% | $4,763+844.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,676 | $8,719-69.3% | $6,685-60.0% | $11,252-76.2% |