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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 | $1,840,383 | $124,980+1372.5% | $108,359+1598.4% | $154,746+1089.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 24.75% | 45.00%-20.2pp | 36.89%-12.1pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,118 | $2,851-60.8% | $2,399-53.4% | $4,379-74.5% |
| Participant deferral / active EE | $1,245 | $4,743-73.8% | $4,137-69.9% | $6,730-81.5% |
| Admin fee / account holder | $78,198 | $11,502+579.9% | $9,741+702.8% | $14,365+444.4% |