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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 | $287,180 | $226,090+27.0% | $182,531+57.3% | $152,885+87.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 16.79% | 192.57%-175.8pp | 148.57%-131.8pp | 345.39%-328.6pp |
| Employer contribution / active EE | $953 | $4,978-80.9% | $4,075-76.6% | $4,763-80.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $608 | $10,705-94.3% | $8,593-92.9% | $11,598-94.8% |