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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 | $252,111 | $118,875+112.1% | $96,572+161.1% | $167,553+50.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.29% | 50.50%-34.2pp | 37.79%-21.5pp | 478.89%-462.6pp |
| Employer contribution / active EE | $10,239 | $3,121+228.1% | $2,357+334.3% | $4,840+111.6% |
| Participant deferral / active EE | $208 | $4,617-95.5% | $3,850-94.6% | $6,343-96.7% |
| Admin fee / account holder | $8,646 | $8,070+7.1% | $6,183+39.8% | $12,316-29.8% |