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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 | $354,967 | $212,386+67.1% | $199,883+77.6% | $138,895+155.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.94% | 47.75%-29.8pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,800 | $6,625-72.8% | $6,261-71.3% | $4,194-57.1% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,399 | $18,233-53.9% | $17,268-51.4% | $12,562-33.1% |