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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 | $368,069 | $127,387+188.9% | $115,038+220.0% | $125,389+193.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.45% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $3,333 | $5,166-35.5% | $4,608-27.7% | $4,866-31.5% |
| Participant deferral / active EE | $1,345 | $6,423-79.1% | $6,026-77.7% | $5,352-74.9% |
| Admin fee / account holder | $8,646 | $9,516-9.1% | $8,175+5.8% | $9,541-9.4% |