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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 | $447,187 | $227,291+96.7% | $214,702+108.3% | $155,188+188.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.34% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $6,364 | $6,772-6.0% | $6,461-1.5% | $4,248+49.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,558 | $20,413-77.7% | $19,830-77.0% | $14,480-68.5% |