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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 | $344,686 | $157,296+119.1% | $141,191+144.1% | $152,897+125.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.41% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,813 | $5,262-65.6% | $4,736-61.7% | $4,764-61.9% |
| Participant deferral / active EE | $1,950 | $7,111-72.6% | $6,710-70.9% | $5,851-66.7% |
| Admin fee / account holder | $2,860 | $12,125-76.4% | $10,264-72.1% | $11,599-75.3% |