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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 | $255,918 | $172,111+48.7% | $150,298+70.3% | $137,256+86.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.23% | 69.37%-41.1pp | 62.79%-34.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $14,806 | $4,636+219.4% | $4,154+256.4% | $4,156+256.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,132 | $16,471-68.8% | $14,116-63.6% | $12,270-58.2% |