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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 | $337,908 | $217,432+55.4% | $185,849+81.8% | $167,536+101.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.05% | 148.42%-131.4pp | 122.10%-105.0pp | 478.82%-461.8pp |
| Employer contribution / active EE | $7,100 | $5,875+20.9% | $5,169+37.4% | $4,839+46.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,661 | $19,818-31.1% | $16,244-15.9% | $12,315+10.9% |