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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 | $367,599 | $197,625+86.0% | $177,840+106.7% | $158,966+131.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.14% | 58.76%-48.6pp | 48.32%-38.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $13,335 | $6,698+99.1% | $5,919+125.3% | $4,762+180.0% |
| Participant deferral / active EE | $650 | $8,405-92.3% | $7,714-91.6% | $5,983-89.1% |
| Admin fee / account holder | $4,040 | $15,405-73.8% | $12,431-67.5% | $11,250-64.1% |