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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 | $413,352 | $183,516+125.2% | $155,534+165.8% | $145,884+183.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,296 | $5,315-56.8% | $4,675-50.9% | $4,662-50.8% |
| Participant deferral / active EE | $652 | $6,467-89.9% | $5,630-88.4% | $6,690-90.3% |
| Admin fee / account holder | $35,028 | $19,293+81.6% | $15,900+120.3% | $13,392+161.6% |