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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 | $356,268 | $228,395+56.0% | $185,861+91.7% | $158,982+124.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.99% | 40.82%-32.8pp | 35.96%-28.0pp | 302.99%-295.0pp |
| Employer contribution / active EE | $3,849 | $4,968-22.5% | $4,088-5.8% | $4,763-19.2% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,647 | $11,869-77.7% | $9,503-72.2% | $11,252-76.5% |