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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 | $452,310 | $107,666+320.1% | $102,184+342.6% | $154,746+192.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.50% | 29.33%-15.8pp | 31.58%-18.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $9,408 | $3,846+144.6% | $3,594+161.8% | $4,379+114.8% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,522 | $12,943+4.5% | $11,609+16.5% | $14,365-5.9% |