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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 | $317,329 | $154,193+105.8% | $130,045+144.0% | $139,466+127.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.57% | 32.51%-5.9pp | -137.30%+163.9pp | 373.66%-347.1pp |
| Employer contribution / active EE | $6,489 | $5,292+22.6% | $4,321+50.2% | $4,754+36.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $417 | $13,989-97.0% | $10,600-96.1% | $11,409-96.3% |