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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 | $212,386+62.3% | $199,883+72.4% | $138,895+148.1% |
| Participation rate | 86.7% | 87.4%-0.7pp | 86.8%-0.1pp | 79.9%+6.7pp |
| Annual return | 13.48% | 47.75%-34.3pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,403 | $9,617-75.0% | $9,138-73.7% | $6,396-62.4% |
| Admin fee / account holder | $4,643 | $18,233-74.5% | $17,268-73.1% | $12,562-63.0% |