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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 | $293,480 | $180,749+62.4% | $160,784+82.5% | $137,256+113.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.00% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $966 | $4,155-76.7% | $3,733-74.1% | $4,156-76.8% |
| Participant deferral / active EE | $1,083 | $6,844-84.2% | $6,293-82.8% | $6,407-83.1% |
| Admin fee / account holder | $8,058 | $10,397-22.5% | $9,717-17.1% | $12,270-34.3% |