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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 | $361,331 | $124,425+190.4% | $112,040+222.5% | $137,256+163.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 31.92% | 24.72%+7.2pp | 24.52%+7.4pp | 220.34%-188.4pp |
| Employer contribution / active EE | $23,656 | $3,411+593.4% | $2,954+700.8% | $4,156+469.2% |
| Participant deferral / active EE | $789 | $5,718-86.2% | $5,098-84.5% | $6,407-87.7% |
| Admin fee / account holder | $692 | $15,207-95.5% | $12,098-94.3% | $12,270-94.4% |