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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 | $364,188 | $162,136+124.6% | $152,301+139.1% | $154,746+135.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.86% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,506 | $4,890+94.4% | $4,624+105.5% | $4,379+117.1% |
| Participant deferral / active EE | $1,404 | $8,341-83.2% | $8,004-82.5% | $6,730-79.1% |
| Admin fee / account holder | $24,584 | $15,759+56.0% | $14,398+70.7% | $14,365+71.1% |