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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 | $381,340 | $156,398+143.8% | $147,318+158.9% | $138,895+174.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.99% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,746 | $4,853-43.4% | $4,593-40.2% | $4,194-34.5% |
| Participant deferral / active EE | $1,565 | $8,237-81.0% | $7,906-80.2% | $6,396-75.5% |
| Admin fee / account holder | $8,250 | $14,976-44.9% | $13,708-39.8% | $12,562-34.3% |