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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 | $259,250 | $209,425+23.8% | $178,499+45.2% | $158,966+63.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.31% | 188.80%-173.5pp | 151.10%-135.8pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,367 | $5,707-76.0% | $5,011-72.7% | $4,762-71.3% |
| Participant deferral / active EE | $430 | $5,955-92.8% | $5,202-91.7% | $5,983-92.8% |
| Admin fee / account holder | $23,215 | $17,078+35.9% | $13,986+66.0% | $11,250+106.4% |