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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 | $476,915 | $223,823+113.1% | $211,142+125.9% | $154,746+208.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.81% | 50.39%-34.6pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,800 | $9,750-81.5% | $9,284-80.6% | $6,730-73.3% |
| Admin fee / account holder | $132,026 | $19,707+569.9% | $19,076+592.1% | $14,365+819.1% |