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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 | $842,220 | $225,673+273.2% | $203,872+313.1% | $155,188+442.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.02% | 95.91%-81.9pp | 85.11%-71.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $6,882 | $4,099+67.9% | $3,757+83.2% | $4,248+62.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,014 | $12,327-35.0% | $11,730-31.7% | $14,480-44.7% |