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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 | $417,115 | $196,972+111.8% | $182,262+128.9% | $198,609+110.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.62% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,594 | $5,364-70.3% | $5,046-68.4% | $5,055-68.5% |
| Participant deferral / active EE | $2,840 | $8,643-67.1% | $8,276-65.7% | $6,977-59.3% |
| Admin fee / account holder | $1,123 | $18,429-93.9% | $16,712-93.3% | $19,030-94.1% |