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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 | $309,136 | $162,136+90.7% | $152,301+103.0% | $154,746+99.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.78% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,131 | $4,890-76.9% | $4,624-75.5% | $4,379-74.2% |
| Participant deferral / active EE | $1,289 | $8,341-84.5% | $8,004-83.9% | $6,730-80.8% |
| Admin fee / account holder | $15,069 | $15,759-4.4% | $14,398+4.7% | $14,365+4.9% |