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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 | $126,661+195.3% | $113,397+229.8% | $138,895+169.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.03% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,083 | $3,456-39.7% | $2,977-30.0% | $4,194-50.3% |
| Participant deferral / active EE | $1,463 | $5,693-74.3% | $5,076-71.2% | $6,396-77.1% |
| Admin fee / account holder | $2,811 | $14,549-80.7% | $11,957-76.5% | $12,562-77.6% |