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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 | $262,871 | $97,125+170.7% | $86,233+204.8% | $137,256+91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.95% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,000 | $2,841-29.6% | $2,504-20.1% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $926 | $9,725-90.5% | $8,342-88.9% | $12,270-92.5% |