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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 | $391,250 | $155,555+151.5% | $146,866+166.4% | $155,188+152.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.06% | 115.41%-104.3pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $7,758 | $4,647+66.9% | $4,425+75.3% | $4,248+82.6% |
| Participant deferral / active EE | $722 | $8,044-91.0% | $7,759-90.7% | $6,531-88.9% |
| Admin fee / account holder | $18,686 | $14,755+26.6% | $13,620+37.2% | $14,480+29.1% |