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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 | $147,556+152.7% | $129,031+189.0% | $198,609+87.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -5.73% | 37.41%-43.1pp | 34.67%-40.4pp | 202.70%-208.4pp |
| Employer contribution / active EE | $2,509 | $3,645-31.2% | $3,226-22.2% | $5,055-50.4% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,532 | $15,467+19.8% | $13,208+40.3% | $19,030-2.6% |