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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 | $252,387 | $175,259+44.0% | $149,723+68.6% | $139,487+80.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.15% | 166.82%-135.7pp | 134.50%-103.3pp | 373.84%-342.7pp |
| Employer contribution / active EE | $1,343 | $5,478-75.5% | $4,821-72.1% | $4,755-71.7% |
| Participant deferral / active EE | $1,679 | $6,522-74.3% | $5,682-70.5% | $6,713-75.0% |
| Admin fee / account holder | $3,589 | $16,158-77.8% | $13,215-72.8% | $11,407-68.5% |