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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 | $338,423 | $154,228+119.4% | $145,433+132.7% | $137,256+146.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.22% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $62,353 | $4,804+1197.9% | $4,554+1269.0% | $4,156+1400.3% |
| Participant deferral / active EE | $1,993 | $8,216-75.7% | $7,897-74.8% | $6,407-68.9% |
| Admin fee / account holder | $1,947 | $14,344-86.4% | $13,129-85.2% | $12,270-84.1% |