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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 | $649,964 | $154,228+321.4% | $145,433+346.9% | $137,256+373.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 6.12% | 74.59%-68.5pp | 66.58%-60.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $15,551 | $4,804+223.7% | $4,554+241.5% | $4,156+274.2% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,461 | $14,344+112.4% | $13,129+132.0% | $12,270+148.3% |