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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 | $386,924 | $157,276+146.0% | $141,177+174.1% | $152,885+153.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.55% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,420 | $5,262-54.0% | $4,736-48.9% | $4,763-49.2% |
| Participant deferral / active EE | $1,650 | $7,110-76.8% | $6,710-75.4% | $5,851-71.8% |
| Admin fee / account holder | $17,828 | $12,123+47.1% | $10,263+73.7% | $11,598+53.7% |