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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 | $616,112 | $223,823+175.3% | $211,142+191.8% | $154,746+298.1% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 12.17% | 50.39%-38.2pp | 46.84%-34.7pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,003 | $6,787-70.5% | $6,442-68.9% | $4,379-54.3% |
| Participant deferral / active EE | $2,053 | $9,750-78.9% | $9,284-77.9% | $6,730-69.5% |
| Admin fee / account holder | $977 | $19,707-95.0% | $19,076-94.9% | $14,365-93.2% |