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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 | $267,230 | $178,174+50.0% | $156,181+71.1% | $137,256+94.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $15,442 | $4,972+210.6% | $4,294+259.6% | $4,156+271.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,171 | $17,404-64.5% | $14,586-57.7% | $12,270-49.7% |