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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 | $396,416 | $135,956+191.6% | $123,894+220.0% | $273,972+44.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.78% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,857 | $5,170-44.7% | $4,617-38.1% | $4,869-41.3% |
| Participant deferral / active EE | $1,179 | $6,343-81.4% | $5,984-80.3% | $5,287-77.7% |
| Admin fee / account holder | $8,696 | $9,817-11.4% | $8,357+4.0% | $10,133-14.2% |