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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 | $253,332 | $134,817+87.9% | $123,973+104.3% | $155,188+63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.77% | 515.49%-501.7pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,260 | $4,425-71.5% | $4,126-69.5% | $4,248-70.3% |
| Participant deferral / active EE | $1,260 | $5,706-77.9% | $5,247-76.0% | $6,531-80.7% |
| Admin fee / account holder | $10,028 | $13,245-24.3% | $11,799-15.0% | $14,480-30.7% |