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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 | $283,074 | $165,381+71.2% | $149,730+89.1% | $158,966+78.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 6.80% | 348.29%-341.5pp | 276.70%-269.9pp | 302.95%-296.2pp |
| Employer contribution / active EE | $7,823 | $5,104+53.3% | $4,645+68.4% | $4,762+64.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,012 | $10,809-72.1% | $9,310-67.7% | $11,250-73.2% |