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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 | $365,036 | $275,752+32.4% | $256,809+42.1% | $198,609+83.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.26% | 34.81%-16.6pp | 32.73%-14.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $8,000 | $7,721+3.6% | $7,263+10.1% | $5,055+58.2% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $385 | $25,716-98.5% | $25,146-98.5% | $19,030-98.0% |