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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 | $441,819 | $209,336+111.1% | $197,124+124.1% | $137,256+221.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.31% | 48.09%-30.8pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $13,200 | $6,591+100.3% | $6,227+112.0% | $4,156+217.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,801 | $17,308-31.8% | $16,298-27.6% | $12,270-3.8% |