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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 | $285,356 | $227,291+25.5% | $214,702+32.9% | $155,188+83.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 30.01% | 60.08%-30.1pp | 54.55%-24.5pp | 148.84%-118.8pp |
| Employer contribution / active EE | $4,286 | $6,772-36.7% | $6,461-33.7% | $4,248+0.9% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,429 | $20,413-53.8% | $19,830-52.5% | $14,480-34.9% |