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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 | $371,276 | $138,075+168.9% | $123,552+200.5% | $135,379+174.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -22.46% | 153.70%-176.2pp | 119.20%-141.7pp | 519.79%-542.3pp |
| Employer contribution / active EE | $14,174 | $5,152+175.1% | $4,628+206.3% | $4,779+196.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,496 | $10,917+14.5% | $9,285+34.6% | $10,828+15.4% |