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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 | $472,151 | $185,905+154.0% | $170,057+177.6% | $139,487+238.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.02% | 60.56%-43.5pp | 53.42%-36.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $12,000 | $7,597+58.0% | $6,790+76.7% | $4,755+152.4% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,482 | $15,397-18.9% | $12,826-2.7% | $11,407+9.4% |