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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 | $318,298 | $228,352+39.4% | $185,835+71.3% | $158,966+100.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 10.39% | 40.81%-30.4pp | 35.96%-25.6pp | 302.95%-292.6pp |
| Employer contribution / active EE | $953 | $4,967-80.8% | $4,087-76.7% | $4,762-80.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $738 | $11,867-93.8% | $9,502-92.2% | $11,250-93.4% |