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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 | $311,429 | $136,860+127.6% | $120,344+158.8% | $154,746+101.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.79% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $728 | $5,793-87.4% | $5,135-85.8% | $6,730-89.2% |
| Admin fee / account holder | $15,881 | $15,393+3.2% | $12,742+24.6% | $14,365+10.6% |