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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 | $382,950 | $227,399+68.4% | $189,758+101.8% | $198,609+92.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 18.55% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,164 | $5,526-60.8% | $4,767-54.6% | $5,055-57.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $428 | $25,162-98.3% | $20,388-97.9% | $19,030-97.8% |