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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 | $259,204 | $118,877+118.0% | $96,570+168.4% | $167,536+54.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.96% | 50.50%-26.5pp | 37.79%-13.8pp | 478.82%-454.9pp |
| Employer contribution / active EE | $9,321 | $3,121+198.7% | $2,357+295.4% | $4,839+92.6% |
| Participant deferral / active EE | $968 | $4,617-79.0% | $3,849-74.8% | $6,342-84.7% |
| Admin fee / account holder | $8,011 | $8,069-0.7% | $6,182+29.6% | $12,315-34.9% |