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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 | $97,125+283.9% | $86,233+332.4% | $137,256+171.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -5.73% | 74.19%-79.9pp | 61.39%-67.1pp | 220.34%-226.1pp |
| Employer contribution / active EE | $2,509 | $2,841-11.7% | $2,504+0.2% | $4,156-39.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,532 | $9,725+90.6% | $8,342+122.1% | $12,270+51.0% |