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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 | $266,962 | $160,070+66.8% | $147,117+81.5% | $145,897+83.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.97% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,382 | $5,285-73.8% | $4,932-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $1,811 | $8,419-78.5% | $8,065-77.5% | $6,689-72.9% |
| Admin fee / account holder | $7,140 | $15,035-52.5% | $12,993-45.0% | $13,390-46.7% |