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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 | $271,802 | $183,516+48.1% | $155,534+74.8% | $145,884+86.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.21% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,675+60.4% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,442 | $19,293-66.6% | $15,900-59.5% | $13,392-51.9% |