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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 | $536,341 | $162,136+230.8% | $152,301+252.2% | $154,746+246.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.01% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,430 | $4,890-70.8% | $4,624-69.1% | $4,379-67.3% |
| Participant deferral / active EE | $1,511 | $8,341-81.9% | $8,004-81.1% | $6,730-77.6% |
| Admin fee / account holder | $1,350 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |