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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 | $2,014,745 | $156,963+1183.6% | $121,204+1562.3% | $139,466+1344.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 1476.75%-1468.9pp | 987.18%-979.4pp | 373.66%-365.8pp |
| Employer contribution / active EE | $646 | $5,544-88.3% | $4,170-84.5% | $4,754-86.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $40,451 | $6,953+481.7% | $5,651+615.8% | $11,409+254.6% |