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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 | $411,267 | $166,242+147.4% | $165,071+149.1% | $145,884+181.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.04% | 100.44%-78.4pp | 70.17%-48.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $5,844 | $5,283+10.6% | $4,347+34.4% | $4,662+25.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,430 | $16,658-79.4% | $12,695-73.0% | $13,392-74.4% |