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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.)
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 | $336,243 | $155,555+116.2% | $146,866+128.9% | $155,188+116.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.43% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $882 | $4,647-81.0% | $4,425-80.1% | $4,248-79.2% |
| Participant deferral / active EE | $2,303 | $8,044-71.4% | $7,759-70.3% | $6,531-64.7% |
| Admin fee / account holder | $5,763 | $14,755-60.9% | $13,620-57.7% | $14,480-60.2% |