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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 | $407,192 | $127,386+219.7% | $115,037+254.0% | $125,388+224.7% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 0.19% | 31.28%-31.1pp | 26.14%-26.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $10,097 | $5,166+95.4% | $4,608+119.1% | $4,866+107.5% |
| Participant deferral / active EE | $1,797 | $6,423-72.0% | $6,026-70.2% | $5,352-66.4% |
| Admin fee / account holder | $2,053 | $9,516-78.4% | $8,175-74.9% | $9,541-78.5% |