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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 | $371,607 | $185,312+100.5% | $161,489+130.1% | $154,746+140.1% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 13.79% | 103.84%-90.1pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $8,405 | $4,769+76.2% | $4,268+96.9% | $4,379+91.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,486 | $18,654-92.0% | $16,006-90.7% | $14,365-89.7% |