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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 | $287,677 | $157,296+82.9% | $141,191+103.7% | $152,897+88.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.64% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $939 | $5,262-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $1,671 | $7,111-76.5% | $6,710-75.1% | $5,851-71.4% |
| Admin fee / account holder | $9,995 | $12,125-17.6% | $10,264-2.6% | $11,599-13.8% |