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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 | $223,823+97.4% | $211,142+109.3% | $154,746+185.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 17.31% | 50.39%-33.1pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $13,200 | $6,787+94.5% | $6,442+104.9% | $4,379+201.4% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,801 | $19,707-40.1% | $19,076-38.1% | $14,365-17.9% |