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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 | $272,813 | $157,304+73.4% | $141,197+93.2% | $152,909+78.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 23.51% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,875 | $7,111-73.6% | $6,710-72.1% | $5,851-68.0% |
| Admin fee / account holder | $4,305 | $12,126-64.5% | $10,265-58.1% | $11,601-62.9% |