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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 | $265,661 | $142,430+86.5% | $115,170+130.7% | $152,885+73.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 16.27% | 41.48%-25.2pp | 35.60%-19.3pp | 345.39%-329.1pp |
| Employer contribution / active EE | $1,544 | $4,011-61.5% | $3,179-51.4% | $4,763-67.6% |
| Participant deferral / active EE | $983 | $5,165-81.0% | $4,169-76.4% | $5,851-83.2% |
| Admin fee / account holder | $16,122 | $8,464+90.5% | $7,089+127.4% | $11,598+39.0% |