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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 | $296,911 | $183,627+61.7% | $155,602+90.8% | $145,978+103.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.00% | 61.32%-48.3pp | 64.81%-51.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $12,857 | $5,316+141.8% | $4,675+175.0% | $4,662+175.8% |
| Participant deferral / active EE | $673 | $6,466-89.6% | $5,629-88.0% | $6,690-89.9% |
| Admin fee / account holder | $28,831 | $19,327+49.2% | $15,923+81.1% | $13,400+115.1% |