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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 | $271,402 | $157,296+72.5% | $141,191+92.2% | $152,897+77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.35% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,248 | $5,262-76.3% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $1,989 | $7,111-72.0% | $6,710-70.4% | $5,851-66.0% |
| Admin fee / account holder | $376 | $12,125-96.9% | $10,264-96.3% | $11,599-96.8% |