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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 | $255,364 | $156,398+63.3% | $147,318+73.3% | $138,895+83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.46% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,611 | $4,853-25.6% | $4,593-21.4% | $4,194-13.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,836 | $14,976-21.0% | $13,708-13.7% | $12,562-5.8% |