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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 | $846,105 | $149,040+467.7% | $120,225+603.8% | $137,256+516.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.04% | 605.68%-599.6pp | 439.23%-433.2pp | 220.34%-214.3pp |
| Employer contribution / active EE | $44,000 | $4,350+911.4% | $3,475+1166.0% | $4,156+958.7% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,976 | $6,348+25.6% | $5,696+40.0% | $12,270-35.0% |