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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 | $343,738 | $183,539+87.3% | $155,556+121.0% | $145,897+135.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.01% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,675-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $617 | $6,467-90.5% | $5,631-89.0% | $6,689-90.8% |
| Admin fee / account holder | $3,053 | $19,275-84.2% | $15,885-80.8% | $13,390-77.2% |