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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 | $398,799 | $154,228+158.6% | $145,433+174.2% | $137,256+190.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.81% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,413 | $4,804-70.6% | $4,554-69.0% | $4,156-66.0% |
| Participant deferral / active EE | $1,800 | $8,216-78.1% | $7,897-77.2% | $6,407-71.9% |
| Admin fee / account holder | $1,764 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |