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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 | $290,780 | $209,336+38.9% | $197,124+47.5% | $137,256+111.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.10% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $23,902 | $6,591+262.7% | $6,227+283.8% | $4,156+475.1% |
| Participant deferral / active EE | $993 | $9,614-89.7% | $9,135-89.1% | $6,407-84.5% |
| Admin fee / account holder | $1,150 | $17,308-93.4% | $16,298-92.9% | $12,270-90.6% |