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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 | $277,001 | $124,980+121.6% | $108,359+155.6% | $154,746+79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.83% | 45.00%-36.2pp | 36.89%-28.1pp | 172.34%-163.5pp |
| Employer contribution / active EE | $8,108 | $2,851+184.4% | $2,399+237.9% | $4,379+85.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,794 | $11,502-49.6% | $9,741-40.5% | $14,365-59.7% |