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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 | $175,212+44.0% | $149,682+68.6% | $139,427+81.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.15% | 166.63%-135.5pp | 134.35%-103.2pp | 373.27%-342.1pp |
| Employer contribution / active EE | $1,343 | $5,475-75.5% | $4,818-72.1% | $4,752-71.7% |
| Participant deferral / active EE | $1,679 | $6,520-74.2% | $5,681-70.4% | $6,711-75.0% |
| Admin fee / account holder | $3,589 | $16,150-77.8% | $13,210-72.8% | $11,404-68.5% |