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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 | $336,658 | $172,111+95.6% | $150,298+124.0% | $137,256+145.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,128 | $4,636+140.0% | $4,154+167.9% | $4,156+167.8% |
| Participant deferral / active EE | $617 | $6,166-90.0% | $5,453-88.7% | $6,407-90.4% |
| Admin fee / account holder | $2,469 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |