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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 | $329,593 | $157,304+109.5% | $141,197+133.4% | $152,909+115.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $2,793 | $5,263-46.9% | $4,736-41.0% | $4,764-41.4% |
| Participant deferral / active EE | $2,134 | $7,111-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $28,165 | $12,126+132.3% | $10,265+174.4% | $11,601+142.8% |