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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 | $463,705 | $156,963+195.4% | $121,204+282.6% | $139,466+232.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.35% | 1476.75%-1472.4pp | 987.18%-982.8pp | 373.66%-369.3pp |
| Employer contribution / active EE | $66,000 | $5,544+1090.4% | $4,170+1482.8% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,868 | $6,953-15.6% | $5,651+3.8% | $11,409-48.6% |