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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 | $464,671 | $106,918+334.6% | $84,021+453.0% | $152,897+203.9% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 16.56% | 105.01%-88.4pp | 71.32%-54.8pp | 345.43%-328.9pp |
| Employer contribution / active EE | $5,556 | $2,735+103.1% | $1,984+180.0% | $4,764+16.6% |
| Participant deferral / active EE | $320 | $4,012-92.0% | $3,239-90.1% | $5,851-94.5% |
| Admin fee / account holder | $8,711 | $8,288+5.1% | $6,102+42.8% | $11,599-24.9% |