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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 | $372,865 | $108,882+242.4% | $96,754+285.4% | $154,746+141.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | -5.73% | 98.39%-104.1pp | 82.04%-87.8pp | 172.34%-178.1pp |
| Employer contribution / active EE | $2,509 | $3,018-16.9% | $2,679-6.4% | $4,379-42.7% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,532 | $10,200+81.7% | $8,905+108.1% | $14,365+29.0% |