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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 | $309,121 | $155,555+98.7% | $146,866+110.5% | $155,188+99.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.62% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $4,625 | $4,647-0.5% | $4,425+4.5% | $4,248+8.9% |
| Participant deferral / active EE | $450 | $8,044-94.4% | $7,759-94.2% | $6,531-93.1% |
| Admin fee / account holder | $16,886 | $14,755+14.4% | $13,620+24.0% | $14,480+16.6% |