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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 | $331,396 | $118,869+178.8% | $96,575+243.1% | $167,518+97.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.86% | 50.49%-32.6pp | 37.79%-19.9pp | 478.71%-460.8pp |
| Employer contribution / active EE | $1,037 | $3,120-66.8% | $2,357-56.0% | $4,838-78.6% |
| Participant deferral / active EE | $750 | $4,616-83.8% | $3,849-80.5% | $6,342-88.2% |
| Admin fee / account holder | $9,181 | $8,067+13.8% | $6,182+48.5% | $12,312-25.4% |