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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 | $435,240 | $165,381+163.2% | $149,730+190.7% | $158,966+173.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.06% | 348.29%-333.2pp | 276.70%-261.6pp | 302.95%-287.9pp |
| Employer contribution / active EE | $14,449 | $5,104+183.1% | $4,645+211.1% | $4,762+203.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,499 | $10,809-86.1% | $9,310-83.9% | $11,250-86.7% |