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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 | $324,646 | $154,228+110.5% | $145,433+123.2% | $137,256+136.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.15% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,181 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $2,147 | $8,216-73.9% | $7,897-72.8% | $6,407-66.5% |
| Admin fee / account holder | $2,967 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |