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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 | $287,319 | $209,336+37.3% | $197,124+45.8% | $137,256+109.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.35% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,800 | $6,591+3.2% | $6,227+9.2% | $4,156+63.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,541 | $17,308-39.1% | $16,298-35.3% | $12,270-14.1% |