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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 | $336,234 | $196,972+70.7% | $182,262+84.5% | $198,609+69.3% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 5.53% | 158.27%-152.7pp | 140.60%-135.1pp | 202.70%-197.2pp |
| Employer contribution / active EE | $4,115 | $5,364-23.3% | $5,046-18.4% | $5,055-18.6% |
| Participant deferral / active EE | $3,335 | $8,643-61.4% | $8,276-59.7% | $6,977-52.2% |
| Admin fee / account holder | $33,967 | $18,429+84.3% | $16,712+103.3% | $19,030+78.5% |