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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 | $479,442 | $112,933+324.5% | $90,970+427.0% | $158,982+201.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 12.47% | 215.82%-203.3pp | 134.60%-122.1pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $498 | $4,128-87.9% | $3,373-85.2% | $5,983-91.7% |
| Admin fee / account holder | $2,513 | $8,047-68.8% | $5,961-57.9% | $11,252-77.7% |