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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 | $285,075 | $178,174+60.0% | $156,181+82.5% | $137,256+107.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 12.63% | 84.19%-71.6pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $8,750 | $4,972+76.0% | $4,294+103.8% | $4,156+110.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,218 | $17,404-87.3% | $14,586-84.8% | $12,270-81.9% |