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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 | $490,504 | $148,582+230.1% | $135,942+260.8% | $139,456+251.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.36% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $9,266 | $5,245+76.7% | $4,858+90.8% | $4,753+95.0% |
| Participant deferral / active EE | $833 | $8,101-89.7% | $7,759-89.3% | $6,711-87.6% |
| Admin fee / account holder | $7,558 | $12,402-39.1% | $10,764-29.8% | $11,407-33.7% |