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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 | $274,063 | $181,062+51.4% | $158,223+73.2% | $155,188+76.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 9.98% | 57.39%-47.4pp | 52.09%-42.1pp | 148.84%-138.9pp |
| Employer contribution / active EE | $19,447 | $4,565+326.0% | $4,109+373.3% | $4,248+357.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,218 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |