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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 | $572,899 | $196,972+190.9% | $182,262+214.3% | $198,609+188.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 8.86% | 158.27%-149.4pp | 140.60%-131.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $12,049 | $5,364+124.7% | $5,046+138.8% | $5,055+138.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,552 | $18,429-80.7% | $16,712-78.7% | $19,030-81.3% |