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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 | $374,066 | $201,344+85.8% | $184,243+103.0% | $145,877+156.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.39% | 29.01%-13.6pp | 28.82%-13.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,494 | $7,022-64.5% | $6,427-61.2% | $4,663-46.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $21,333 | $16,382+30.2% | $13,914+53.3% | $13,402+59.2% |