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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 | $265,695 | $156,616+69.6% | $133,346+99.3% | $198,609+33.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.49% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.2pp |
| Employer contribution / active EE | $9,416 | $3,368+179.6% | $2,853+230.0% | $5,055+86.2% |
| Participant deferral / active EE | $1,395 | $4,920-71.6% | $4,332-67.8% | $6,977-80.0% |
| Admin fee / account holder | $65,913 | $17,468+277.3% | $14,264+362.1% | $19,030+246.4% |