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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 | $330,191 | $181,062+82.4% | $158,223+108.7% | $155,188+112.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.97% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $6,071 | $4,565+33.0% | $4,109+47.8% | $4,248+42.9% |
| Participant deferral / active EE | $1,444 | $6,134-76.5% | $5,467-73.6% | $6,531-77.9% |
| Admin fee / account holder | $5,917 | $18,825-68.6% | $16,047-63.1% | $14,480-59.1% |