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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 | $285,075 | $213,785+33.3% | $185,441+53.7% | $155,188+83.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | 12.63% | 19.97%-7.3pp | 20.16%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $8,750 | $5,393+62.2% | $4,672+87.3% | $4,248+106.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,218 | $21,134-89.5% | $17,890-87.6% | $14,480-84.7% |