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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 | $614,114 | $212,777+188.6% | $173,703+253.5% | $198,609+209.2% |
| Participation rate | 71.4% | 81.1%-9.6pp | 75.9%-4.5pp | 82.4%-10.9pp |
| Annual return | 12.95% | 18.82%-5.9pp | 17.46%-4.5pp | 202.70%-189.7pp |
| Employer contribution / active EE | $9,974 | $5,214+91.3% | $4,288+132.6% | $5,055+97.3% |
| Participant deferral / active EE | $1,662 | $5,697-70.8% | $4,854-65.8% | $6,977-76.2% |
| Admin fee / account holder | $9,438 | $19,536-51.7% | $15,562-39.4% | $19,030-50.4% |