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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 | $344,616 | $209,336+64.6% | $197,124+74.8% | $137,256+151.1% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 13.48% | 48.09%-34.6pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,403 | $9,614-75.0% | $9,135-73.7% | $6,407-62.5% |
| Admin fee / account holder | $4,643 | $17,308-73.2% | $16,298-71.5% | $12,270-62.2% |