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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 | $516,791 | $168,635+206.5% | $147,617+250.1% | $125,389+312.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.90% | 77.65%-75.8pp | 61.98%-60.1pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,787 | $6,252-39.4% | $5,564-32.0% | $4,866-22.2% |
| Participant deferral / active EE | $758 | $5,507-86.2% | $4,895-84.5% | $5,352-85.8% |
| Admin fee / account holder | $493 | $13,580-96.4% | $11,612-95.8% | $9,541-94.8% |