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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 | $302,677 | $107,368+181.9% | $92,915+225.8% | $152,909+97.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.59% | 145.64%-130.1pp | 109.45%-93.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $17,363 | $4,222+311.2% | $3,653+375.3% | $4,764+264.5% |
| Participant deferral / active EE | $718 | $4,848-85.2% | $4,238-83.1% | $5,851-87.7% |
| Admin fee / account holder | $5,122 | $7,082-27.7% | $5,796-11.6% | $11,601-55.8% |