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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 | $162,136+90.7% | $152,301+103.0% | $154,746+99.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,625 | $4,890-5.4% | $4,6240% | $4,379+5.6% |
| Participant deferral / active EE | $450 | $8,341-94.6% | $8,004-94.4% | $6,730-93.3% |
| Admin fee / account holder | $16,886 | $15,759+7.2% | $14,398+17.3% | $14,365+17.5% |