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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 | $374,009 | $124,425+200.6% | $112,040+233.8% | $137,256+172.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.03% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,083 | $3,411-38.9% | $2,954-29.5% | $4,156-49.9% |
| Participant deferral / active EE | $1,463 | $5,718-74.4% | $5,098-71.3% | $6,407-77.2% |
| Admin fee / account holder | $2,811 | $15,207-81.5% | $12,098-76.8% | $12,270-77.1% |